Envision Financial Planning’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
2025
Q2
$2.71M Buy
+25,932
New +$2.71M 1.27% 18
2024
Q1
Sell
-18,609
Closed -$2.02M 33
2023
Q4
$2.02M Buy
+18,609
New +$2.02M 1.77% 17