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Synergy Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Synergy Investment Management’s Portfolio MUB Stock Details MUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Sell
11,384
-9,603
-46% -$1M 0.72% 23
2025
Q1 		$2.21M Sell
20,987
-606
-3% -$63.9K 0.92% 29
2024
Q4 		$2.3M Buy
+21,593
New +$2.3M 0.99% 28