Kagan Cocozza Asset Management’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
$717K Buy
6,862
+109
+2% +$11.4K 0.55% 36
2025
Q1
$712K Buy
6,753
+1,305
+24% +$138K 0.58% 36
2024
Q4
$580K Buy
+5,448
New +$580K 0.48% 41