Sterling Wealth Management’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
2024
Q4
$374K Sell
3,506
-896
-20% -$95.5K 0.14% 76
2024
Q3
$478K Sell
4,402
-224
-5% -$24.3K 0.18% 65
2024
Q2
$493K Buy
4,626
+803
+21% +$85.6K 0.23% 55
2024
Q1
$411K Buy
3,823
+1,173
+44% +$126K 0.2% 62
2023
Q4
$287K Buy
+2,650
New +$287K 0.16% 73