Elevate Wealth Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Elevate Wealth Advisory’s Portfolio MUB Stock Details MUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$650K	Buy
2025 Q2	$608K	Buy
2025 Q1	$611K	Hold
2024 Q4	$617K	Buy
2024 Q3	$616K	Hold
2024 Q2	$605K	Buy
2024 Q1	$608K	Buy
2023 Q4	$440K	Buy