Defined 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
Q3
$203K Sell
2025
Q2
$219K Buy
2025
Q1
$218K Buy
2024
Q4
$212K Buy
2024
Q3
$206K Buy
2023
Q1
Sell
2022
Q4
$325K Buy