Kingswood Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Kingswood Wealth Advisors’s Portfolio MUB Stock Details MUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.63M	Buy
2025 Q2	$1.26M	Buy
2025 Q1	$934K	Sell
2024 Q4	$1.68M	Buy
2024 Q3	$1.71M	Buy
2024 Q2	$898K	Buy
2024 Q1	$590K	Sell
2023 Q4	$610K	Sell
2023 Q3	$581K	Buy