Bordeaux Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$954K	Sell	9,127 -339	-4%	-$35.4K	0.12%	58
2025 Q1	$998K	Buy	9,466 +444	+5%	+$46.8K	0.18%	53
2024 Q4	$961K	Buy	9,022 +79	+0.9%	+$8.42K	0.15%	57
2024 Q3	$972K	Buy	8,943 +57	+0.6%	+$6.19K	0.18%	55
2024 Q2	$947K	Buy	+8,886	New	+$947K	0.18%	52