Roth 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
2022
Q4
Sell
-8,380
Closed -$860K 23
2022
Q3
$860K Sell
8,380
-16,676
-67% -$1.71M 0.69% 13
2022
Q2
$2.66M Buy
+25,056
New +$2.66M 2.13% 10