ORG Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Sell
2025
Q2
$594K Sell
2025
Q1
$1.32M Sell
2024
Q4
$1.33M Buy
2024
Q3
$1.15M Buy