Oak 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	$1.5M	Sell	14,311 -3,095	-18%	-$323K	0.96%	14
2025 Q1	$1.84M	Sell	17,406 -6,945	-29%	-$732K	1.36%	14
2024 Q4	$2.59M	Buy	+24,351	New	+$2.59M	2%	12