Hart & Patterson Financial Group’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	$4.23M	Buy	39,725 +5,304	+15%	+$565K	2.06%	18
2024 Q3	$3.74M	Buy	34,421 +5,208	+18%	+$566K	1.77%	22
2024 Q2	$3.11M	Buy	29,213 +1,092	+4%	+$116K	1.54%	24
2024 Q1	$3.03M	Buy	28,121 +2,266	+9%	+$244K	1.5%	25
2023 Q4	$2.8M	Buy	+25,855	New	+$2.8M	1.46%	19