SIMA Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

SIMA Wealth Partners’s Portfolio MUB Stock Details MUB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Hold
2025 Q4	$1.09M	Hold
2025 Q3	$1.09M	Hold
2025 Q2	$1.07M	Buy
2025 Q1	$968K	Sell
2024 Q4	$979K	Buy
2024 Q3	$998K	Buy
2024 Q2	$961K	Buy