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Monterey Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Monterey Private Wealth’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$513K Buy
4,865
+6
+0.1% +$633 0.15% 63
2024
Q4 		$518K Buy
+4,859
New +$518K 0.17% 59