One Wealth Capital Management’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
$7.93M Buy
75,914
+325
+0.4% +$34K 3.72% 4
2025
Q1
$7.97M Sell
75,589
-2,157
-3% -$227K 4.28% 4
2024
Q4
$8.28M Buy
+77,746
New +$8.28M 4.2% 4