Dogwood Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Dogwood Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.92M	Buy	55,041 +570	+1%	+$61K	2.34%	14
2026 Q1	$5.78M	Buy	54,471 +2,082	+4%	+$224K	2.51%	13
2025 Q4	$5.61M	Sell	52,389 -8,302	-14%	-$889K	2.47%	14
2025 Q3	$6.46M	Buy	60,691 +2,042	+3%	+$214K	2.94%	10
2025 Q2	$6.11M	Sell	58,649 -2,126	-3%	-$221K	2.98%	10
2025 Q1	$6.41M	Sell	60,775 -104	-0.2%	-$11.1K	3.37%	8
2024 Q4	$6.49M	Sell	60,879 -225	-0.4%	-$24.2K	3.43%	7
2024 Q3	$6.64M	Sell	61,104 -475	-0.8%	-$51.2K	3.82%	7
2024 Q2	$6.56M	Buy	61,579 +378	+0.6%	+$40.3K	4.04%	7
2024 Q1	$6.59M	Buy	61,201 +26,039	+74%	+$2.81M	4.45%	4
2023 Q4	$3.81M	Buy	+35,162	New	+$3.67M	2.98%	10

Other funds holding MUB

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return