Instrumental Wealth’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
$531K Buy
5,122
+12
+0.2% +$1.24K 0.42% 28
2025
Q1
$532K Buy
+5,110
New +$532K 0.48% 24
2024
Q3
Sell
-1,877
Closed -$201K 49
2024
Q2
$201K Buy
+1,877
New +$201K 0.21% 41