Invenio Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.43M Sell
2024
Q4
$6.66M Buy
2024
Q3
$6.32M Buy
2024
Q2
$5.72M Buy
2024
Q1
$5.43M Buy
2023
Q4
$4.69M Buy
2023
Q3
$3.79M Buy
2023
Q2
$423K Buy