Morris Financial Concepts’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
2026 Q1	$72.8K	Buy	686 +26	+4%	+$2.8K	0.02%	149
2025 Q4	$70.7K	Buy	660 +104	+19%	+$11.1K	0.02%	149
2025 Q3	$59.2K	Buy	556 +120	+28%	+$12.6K	0.02%	155
2025 Q2	$45.6K	Sell	436 -792	-64%	-$82.3K	0.02%	156
2025 Q1	$129K	Sell	1,228 -291	-19%	-$30.9K	0.05%	139
2024 Q4	$162K	Sell	1,519 -32	-2%	-$3.44K	0.07%	130
2024 Q3	$168K	Buy	1,551 +31	+2%	+$3.34K	0.07%	127
2024 Q2	$162K	Sell	1,520 -210	-12%	-$22.4K	0.08%	105
2024 Q1	$186K	Buy	1,730 +115	+7%	+$12.4K	0.1%	100
2023 Q4	$175K	Buy	1,615 +165	+11%	+$17.2K	0.1%	99
2023 Q3	$149K	Buy	1,450 +256	+21%	+$27K	0.1%	90
2023 Q2	$127K	Buy	1,194 +700	+142%	+$74.8K	0.08%	91
2023 Q1	$53.3K	Buy	494 +238	+93%	+$25.4K	0.04%	105
2022 Q4	$27.1K	Buy	256 +215	+524%	+$22.4K	0.02%	107
2022 Q3	$4K	Sell	41 -520	-93%	-$55.3K	﹤0.01%	101
2022 Q2	$60K	Sell	561 -714	-56%	-$76.2K	0.06%	84
2022 Q1	$140K	Sell	1,275 -1,990	-61%	-$225K	0.12%	71
2021 Q4	$380K	Buy	+3,265	New	+$379K	0.32%	46