JAA
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Joel Adams & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Joel Adams & Associates’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 		$2.52M Sell
24,082
-6,131
-20% -$641K 2.23% 9
2025
Q1 		$3.19M Sell
30,213
-629
-2% -$66.3K 2.87% 8
2024
Q4 		$3.29M Buy
+30,842
New +$3.29M 2.99% 8