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

Gutierrez Wealth Advisory’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.13M Buy
49,106
+18,419
+60% +$1.92M 3.44% 11
2025
Q1 		$3.24M Buy
30,687
+180
+0.6% +$19K 2.63% 14
2024
Q4 		$3.25M Buy
+30,507
New +$3.25M 2.68% 14