Great Diamond Partners’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
2023 Q4	–	Sell	-3,300	Closed	-$338K	–	236
2023 Q3	$338K	Buy	+3,300	New	+$338K	0.09%	161
2022 Q4	–	Sell	-8,800	Closed	-$902K	–	221
2022 Q3	$902K	Sell	8,800 -43	-0.5%	-$4.41K	0.31%	78
2022 Q2	$940K	Buy	+8,843	New	+$940K	0.31%	77