Sequent Planning’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
$342K Buy
3,277
+912
+39% +$95.3K 0.11% 114
2025
Q1
$249K Hold
2,365
0.09% 126
2024
Q4
$252K Buy
+2,365
New +$252K 0.09% 121