Legacy Capital Wealth Partners’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
$302K Sell
2025
Q2
$2.31M Buy
2025
Q1
$252K Buy
2024
Q4
$230K Buy
2024
Q3
$230K Hold
2024
Q2
$225K Buy
2024
Q1
Sell
2023
Q4
$2.08M Buy