Dopkins Wealth Management’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
2024
Q4
Sell
-1,836
Closed -$199K 89
2024
Q3
$199K Buy
+1,836
New +$199K 0.16% 64
2024
Q2
Sell
-1,890
Closed -$203K 84
2024
Q1
$203K Buy
+1,890
New +$203K 0.12% 79