Root Financial 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	–	Sell	-3,947	Closed	-$418K	–	262
2025 Q1	$418K	Sell	3,947 -4,705	-54%	-$498K	0.04%	128
2024 Q4	$922K	Buy	8,652 +5,332	+161%	+$568K	0.11%	66
2024 Q3	$361K	Buy	3,320 +1,020	+44%	+$111K	0.06%	110
2024 Q2	$245K	Buy	+2,300	New	+$245K	0.06%	100