One Wealth Management Investment & Advisory Services’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
2024 Q3	–	Sell	-82,607	Closed	-$8.8M	–	105
2024 Q2	$8.8M	Sell	82,607 -6,274	-7%	-$668K	3.5%	6
2024 Q1	$9.56M	Buy	88,881 +23,111	+35%	+$2.49M	3.91%	5
2023 Q4	$7.13M	Buy	+65,770	New	+$7.13M	3.18%	5