Investment Planning Advisors’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
$1.41M Buy
13,483
+1,340
+11% +$140K 0.5% 22
2025
Q1
$1.28M Sell
12,143
-12,361
-50% -$1.3M 0.52% 27
2024
Q4
$2.61M Buy
24,504
+2,657
+12% +$283K 1.14% 20
2024
Q3
$2.33M Hold
21,847
1.19% 20
2024
Q2
$2.33M Buy
+21,847
New +$2.33M 1.19% 20