Palumbo Wealth Management’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
2026 Q1	$361K	Buy	3,399 +12	+0.4%	+$1.29K	0.09%	153
2025 Q4	$363K	Buy	+3,387	New	+$363K	0.09%	155
2025 Q3	–	Sell	-3,345	Closed	-$350K	–	211
2025 Q2	$350K	Sell	3,345 -1,011	-23%	-$105K	0.11%	132
2025 Q1	$459K	Buy	4,356 +201	+5%	+$21.4K	0.15%	100
2024 Q4	$443K	Sell	4,155 -90	-2%	-$9.67K	0.17%	94
2024 Q3	$461K	Buy	4,245 +319	+8%	+$34.4K	0.18%	90
2024 Q2	$418K	Sell	3,926 -209	-5%	-$22.3K	0.18%	89
2024 Q1	$445K	Buy	4,135 +1,593	+63%	+$172K	0.2%	84
2023 Q4	$276K	Buy	2,542 +8	+0.3%	+$836	0.14%	103
2023 Q3	$260K	Buy	2,534 +5	+0.2%	+$527	0.14%	97
2023 Q2	$270K	Buy	2,529 +6	+0.2%	+$641	0.17%	88
2023 Q1	$272K	Buy	+2,523	New	+$270K	0.18%	76