Sax Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Sax Wealth Advisors’s Portfolio MUB Stock Details MUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.29M	Buy
2025 Q2	$2.21M	Buy
2025 Q1	$1.6M	Sell
2024 Q4	$1.97M	Buy
2024 Q3	$1.86M	Buy
2024 Q2	$1.72M	Buy
2024 Q1	$1.67M	Buy
2023 Q4	$1.17M	Buy
2023 Q3	$594K	Buy