Omni 360 Wealth’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
$223K Sell
2,132
-270
-11% -$28.2K 0.11% 182
2025
Q1
$253K Buy
2,402
+245
+11% +$25.8K 0.15% 128
2024
Q4
$230K Sell
2,157
-74
-3% -$7.89K 0.14% 114
2024
Q3
$242K Buy
2,231
+204
+10% +$22.2K 0.16% 110
2024
Q2
$216K Buy
2,027
+119
+6% +$12.7K 0.16% 106
2024
Q1
$205K Sell
1,908
-220
-10% -$23.7K 0.17% 105
2023
Q4
$231K Buy
+2,128
New +$231K 0.21% 91