Shepherd Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Shepherd Financial Partners’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$305K	Hold
2025 Q2	$299K	Buy
2024 Q3	–	Sell
2024 Q2	$375K	Buy
2024 Q1	$367K	Hold
2023 Q4	$369K	Buy
2023 Q1	–	Sell
2022 Q4	$343K	Sell
2022 Q3	$7.44M	Buy