BIRCH FINANCIAL GROUP, LLC’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
Q3
$1.47M Buy
2025
Q2
$1.23M Buy
2025
Q1
$890K Buy
2024
Q4
$375K Buy