Bernardo Wealth Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.07M	Buy	19,490 +283	+1%	+$30.4K	0.41%	35
2025 Q4	$2.06M	Buy	19,207 +2,389	+14%	+$256K	0.39%	34
2025 Q3	$1.79M	Buy	16,818 +813	+5%	+$85.1K	0.35%	38
2025 Q2	$1.67M	Sell	16,005 -1,079	-6%	-$112K	0.36%	36
2025 Q1	$1.8M	Buy	17,084 +130	+0.8%	+$13.8K	0.43%	33
2024 Q4	$1.79M	Sell	16,954 -2,459	-13%	-$264K	0.43%	32
2024 Q3	$2.09M	Sell	19,413 -1,719	-8%	-$185K	0.51%	29
2024 Q2	$2.25M	Buy	21,132 +38	+0.2%	+$4.05K	0.61%	30
2024 Q1	$2.27M	Sell	21,094 -1,146	-5%	-$124K	0.63%	30
2023 Q4	$2.41M	Buy	22,240 +10,749	+94%	+$1.12M	0.76%	29
2023 Q3	$1.18M	Buy	11,491 +658	+6%	+$69.4K	0.47%	32
2023 Q2	$1.16M	Sell	10,833 -66	-0.6%	-$7.05K	0.46%	32
2023 Q1	$1.17M	Buy	10,899 +877	+9%	+$93.7K	0.5%	33
2022 Q4	$1.06M	Sell	10,022 -16,300	-62%	-$1.7M	0.49%	35
2022 Q3	$2.69M	Buy	26,322 +15,901	+153%	+$1.69M	1.52%	16
2022 Q2	$1.11M	Buy	10,421 +381	+4%	+$40.7K	0.63%	28
2022 Q1	$1.1M	Sell	10,040 -1,295	-11%	-$146K	0.55%	27
2021 Q4	$1.32M	Buy	11,335 +453	+4%	+$52.6K	0.64%	27
2021 Q3	$1.26M	Buy	10,882 +746	+7%	+$87.5K	0.73%	27
2021 Q2	$1.19M	Buy	10,136 +22	+0.2%	+$2.57K	0.71%	25
2021 Q1	$1.17M	Buy	10,114 +593	+6%	+$69.2K	0.75%	25
2020 Q4	$1.11M	Buy	9,521 +891	+10%	+$104K	0.43%	44
2020 Q3	$1M	Buy	8,630 +160	+2%	+$18.6K	0.45%	43
2020 Q2	$977K	Buy	8,470 +4,994	+144%	+$567K	0.52%	41
2020 Q1	$392K	Buy	+3,476	New	+$397K	0.27%	91
2019 Q1	–	Sell	-4,263	Closed	-$465K	–	149
2018 Q4	$465K	Buy	+4,263	New	+$459K	0.41%	57