CRA Financial Services’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 Q3	–	Sell	-2,390	Closed	-$250K	–	298
2025 Q2	$250K	Hold	2,390	–	–	0.04%	240
2025 Q1	$252K	Hold	2,390	–	–	0.04%	228
2024 Q4	$255K	Hold	2,390	–	–	0.04%	218
2024 Q3	$260K	Sell	2,390 -300	-11%	-$32.3K	0.05%	217
2024 Q2	$287K	Hold	2,690	–	–	0.06%	189
2024 Q1	$289K	Hold	2,690	–	–	0.06%	185
2023 Q4	$292K	Hold	2,690	–	–	0.07%	167
2023 Q3	$276K	Hold	2,690	–	–	0.08%	158
2023 Q2	$287K	Sell	2,690 -100	-4%	-$10.7K	0.08%	158
2023 Q1	$301K	Sell	2,790 -40	-1%	-$4.27K	0.09%	145
2022 Q4	$299K	Sell	2,830 -135	-5%	-$14.1K	0.1%	142
2022 Q3	$304K	Sell	2,965 -3,769	-56%	-$401K	0.11%	142
2022 Q2	$716K	Buy	6,734 +2,613	+63%	+$279K	0.25%	82
2022 Q1	$452K	Sell	4,121 -3,351	-45%	-$378K	0.14%	113
2021 Q4	$869K	Buy	7,472 +1,171	+19%	+$136K	0.26%	74
2021 Q3	$732K	Buy	6,301 +1,031	+20%	+$121K	0.25%	79
2021 Q2	$618K	Buy	5,270 +3	+0.1%	+$351	0.21%	89
2021 Q1	$611K	Sell	5,267 -502	-9%	-$58.5K	0.24%	85
2020 Q4	$676K	Buy	5,769 +3,441	+148%	+$400K	0.28%	76
2020 Q3	$270K	Buy	2,328 +171	+8%	+$19.9K	0.13%	115
2020 Q2	$249K	Buy	2,157 +1	+0%	+$114	0.13%	115
2020 Q1	$244K	Hold	2,156	–	–	0.16%	110
2019 Q4	$246K	Buy	2,156 +241	+13%	+$27.5K	0.13%	122
2019 Q3	$219K	Hold	1,915	–	–	0.13%	128
2019 Q2	$217K	Hold	1,915	–	–	0.13%	129
2019 Q1	$213K	Hold	1,915	–	–	0.14%	131
2018 Q4	$209K	Buy	+1,915	New	+$206K	0.15%	125