Bright Financial 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
Q1
Sell
-3,129
Closed -$333K 62
2024
Q4
$333K Hold
3,129
0.21% 44
2024
Q3
$340K Hold
3,129
0.22% 38
2024
Q2
$333K Sell
3,129
-166
-5% -$17.7K 0.24% 36
2024
Q1
$350K Buy
+3,295
New +$350K 0.26% 31