Cardinal Point Wealth Management Partners’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
2022
Q4
Sell
-6,002
Closed -$621K 70
2022
Q3
$621K Buy
6,002
+3
+0.1% +$310 0.3% 28
2022
Q2
$638K Buy
+5,999
New +$638K 0.31% 31