Heritage Family Offices’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	$634K	Hold	6,029	–	–	0.32%	77
2025 Q1	$636K	Sell	6,029 -330	-5%	-$34.8K	0.33%	76
2024 Q4	$678K	Sell	6,359 -365	-5%	-$38.9K	0.34%	66
2024 Q3	$730K	Sell	6,724 -710	-10%	-$77.1K	0.38%	57
2024 Q2	$792K	Buy	+7,434	New	+$792K	0.44%	53