Sovereign Financial Group’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
2023 Q3	–	Sell	-2,064	Closed	-$220K	–	245
2023 Q2	$220K	Sell	2,064 -351	-15%	-$37.5K	0.07%	217
2023 Q1	$260K	Buy	2,415 +39	+2%	+$4.2K	0.1%	189
2022 Q4	$251K	Buy	+2,376	New	+$251K	0.1%	187