ORG Wealth Partners’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	$594K	Sell	5,696 -6,792	-54%	-$708K	0.14%	99
2025 Q1	$1.32M	Sell	12,488 -7	-0.1%	-$738	0.4%	44
2024 Q4	$1.33M	Buy	12,495 +1,911	+18%	+$204K	0.41%	20
2024 Q3	$1.15M	Buy	+10,584	New	+$1.15M	0.38%	25