Congress Wealth Management’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
2025 Q2	$4.56M	Sell	43,606 -901	-2%	-$93.7K	0.04%	405
2025 Q1	$4.69M	Buy	44,507 +15,964	+56%	+$1.7M	0.06%	339
2024 Q4	$3.04M	Buy	28,543 +3,364	+13%	+$361K	0.04%	353
2024 Q3	$2.74M	Buy	25,179 +477	+2%	+$51.4K	0.04%	377
2024 Q2	$2.63M	Sell	24,702 -2,455	-9%	-$261K	0.04%	321
2024 Q1	$2.92M	Sell	27,157 -3,178	-10%	-$343K	0.05%	281
2023 Q4	$3.29M	Sell	30,335 -2,252	-7%	-$235K	0.06%	261
2023 Q3	$3.34M	Buy	32,587 +12,892	+65%	+$1.36M	0.07%	256
2023 Q2	$2.1M	Sell	19,695 -1,041	-5%	-$111K	0.05%	253
2023 Q1	$2.23M	Sell	20,736 -315	-1%	-$33.7K	0.05%	254
2022 Q4	$2.22M	Sell	21,051 -59,478	-74%	-$6.2M	0.06%	251
2022 Q3	$8.26M	Sell	80,529 -1,551	-2%	-$165K	0.22%	140
2022 Q2	$8.73M	Buy	82,080 +1,583	+2%	+$169K	0.22%	135
2022 Q1	$8.83M	Sell	80,497 -14,582	-15%	-$1.65M	0.19%	157
2021 Q4	$11.1M	Buy	+95,079	New	+$11M	0.22%	130