Octavia 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
2022
Q2
Sell
-3,275
Closed -$359K 181
2022
Q1
$359K Sell
3,275
-10
-0.3% -$1.1K 0.08% 125
2021
Q4
$382K Buy
3,285
+1,106
+51% +$129K 0.08% 126
2021
Q3
$253K Buy
+2,179
New +$253K 0.06% 154