Heritage Wealth Management (California)’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	$388K	Sell	3,712 -302	-8%	-$31.6K	0.26%	59
2025 Q1	$423K	Buy	4,014 +302	+8%	+$31.8K	0.32%	54
2024 Q4	$396K	Buy	+3,712	New	+$396K	0.28%	54