Trademark Financial 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	–	Sell	-1,932	Closed	-$210K	–	99
2024 Q3	$210K	Sell	1,932 -439	-19%	-$47.7K	0.17%	86
2024 Q2	$253K	Sell	2,371 -165	-7%	-$17.6K	0.21%	74
2024 Q1	$273K	Sell	2,536 -278	-10%	-$29.9K	0.23%	70
2023 Q4	$305K	Buy	+2,814	New	+$305K	0.22%	76