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Heritage Oak Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Heritage Oak Wealth Advisors’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 		$311K Hold
2,972
– – 0.12% 58
2025
Q1 		$313K Hold
2,972
– – 0.14% 53
2024
Q4 		$317K Buy
+2,972
New +$317K 0.15% 54
2024
Q3 		– Sell
-2,972
Closed -$317K – 190
2024
Q2 		$317K Buy
+2,972
New +$317K 0.16% 80