RDA Financial Network’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
2023 Q4	–	Sell	-6,097	Closed	-$625K	–	232
2023 Q3	$625K	Buy	6,097 +777	+15%	+$82K	0.27%	94
2023 Q2	$568K	Sell	5,320 -547	-9%	-$58.5K	0.24%	99
2023 Q1	$632K	Sell	5,867 -2,646	-31%	-$283K	0.29%	90
2022 Q4	$898K	Sell	8,513 -602	-7%	-$62.7K	0.45%	69
2022 Q3	$935K	Buy	9,115 +6,310	+225%	+$671K	0.51%	63
2022 Q2	$298K	Sell	2,805 -600	-18%	-$64K	0.15%	151
2022 Q1	$373K	Sell	3,405 -1,046	-24%	-$118K	0.16%	145
2021 Q4	$518K	Sell	4,451 -4,161	-48%	-$483K	0.21%	116
2021 Q3	$1M	Buy	8,612 +5,216	+154%	+$611K	0.44%	65
2021 Q2	$398K	Sell	3,396 -308	-8%	-$36K	0.18%	134
2021 Q1	$430K	Sell	3,704 -1,970	-35%	-$230K	0.18%	131
2020 Q4	$665K	Buy	5,674 +16	+0.3%	+$1.86K	0.3%	87
2020 Q3	$656K	Sell	5,658 -251	-4%	-$29.2K	0.3%	87
2020 Q2	$682K	Sell	5,909 -368	-6%	-$41.8K	0.34%	76
2020 Q1	$709K	Sell	6,277 -41	-0.6%	-$4.68K	0.43%	64
2019 Q4	$731K	Buy	6,318 +1,039	+20%	+$118K	0.3%	86
2019 Q3	$600K	Sell	5,279 -2,781	-35%	-$317K	0.26%	100
2019 Q2	$911K	Buy	+8,060	New	+$902K	0.41%	68