LifeGoal Wealth Advisors’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
$812K Sell
7,772
-632
-8% -$66K 0.77% 31
2025
Q1
$886K Sell
8,404
-4,810
-36% -$507K 0.96% 27
2024
Q4
$1.41M Buy
+13,214
New +$1.41M 1.53% 20