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

Transform Wealth’s Portfolio MUB Stock Details MUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.02M	Buy
2023 Q2	–	Sell
2023 Q1	$6.35M	Buy
2022 Q3	–	Sell
2022 Q2	$217K	Sell
2022 Q1	$392K	Buy
2021 Q4	$248K	Buy