Merkkuri 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
$359K Sell
3,433
-2,503
-42% -$262K 0.27% 63
2025
Q1
$626K Sell
5,936
-540
-8% -$56.9K 0.54% 44
2024
Q4
$690K Buy
6,476
+509
+9% +$54.2K 0.55% 44
2024
Q3
$648K Buy
5,967
+167
+3% +$18.1K 0.51% 46
2024
Q2
$618K Buy
+5,800
New +$618K 0.57% 43