Presidio 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
Q1
Sell
-2,559
Closed -$273K 76
2024
Q4
$273K Hold
2,559
0.15% 51
2024
Q3
$278K Sell
2,559
-1,937
-43% -$210K 0.18% 53
2024
Q2
$479K Hold
4,496
0.33% 34
2024
Q1
$484K Buy
4,496
+2,365
+111% +$254K 0.35% 27
2023
Q4
$231K Buy
+2,131
New +$231K 0.18% 35