Traphagen Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.11M	Sell	48,146 -3,925	-8%	-$422K	0.41%	29
2025 Q4	$5.58M	Buy	52,071 +4,173	+9%	+$447K	0.46%	25
2025 Q3	$5.1M	Buy	47,898 +4,699	+11%	+$492K	0.44%	25
2025 Q2	$4.51M	Buy	43,199 +5,058	+13%	+$526K	0.43%	26
2025 Q1	$4.02M	Buy	38,141 +2,106	+6%	+$224K	0.42%	28
2024 Q4	$3.84M	Sell	36,035 -5,074	-12%	-$545K	0.39%	31
2024 Q3	$4.47M	Sell	41,109 -4,534	-10%	-$489K	0.45%	27
2024 Q2	$4.86M	Sell	45,643 -1,954	-4%	-$208K	0.53%	25
2024 Q1	$5.12M	Sell	47,597 -12,422	-21%	-$1.34M	0.55%	24
2023 Q4	$6.51M	Sell	60,019 -8,001	-12%	-$836K	0.76%	23
2023 Q3	$6.97M	Buy	68,020 +5,089	+8%	+$537K	0.88%	21
2023 Q2	$6.72M	Buy	62,931 +5,465	+10%	+$584K	0.87%	21
2023 Q1	$6.19M	Buy	57,466 +10,016	+21%	+$1.07M	0.91%	21
2022 Q4	$5.01M	Buy	47,450 +42,349	+830%	+$4.41M	0.79%	23
2022 Q3	$523K	Buy	5,101 +414	+9%	+$44K	0.1%	64
2022 Q2	$499K	Sell	4,687 -1,178	-20%	-$126K	0.09%	70
2022 Q1	$643K	Sell	5,865 -1,172	-17%	-$132K	0.1%	59
2021 Q4	$818K	Sell	7,037 -783	-10%	-$90.9K	0.13%	56
2021 Q3	$908K	Sell	7,820 -473	-6%	-$55.4K	0.16%	47
2021 Q2	$972K	Sell	8,293 -1,457	-15%	-$170K	0.17%	49
2021 Q1	$1.13M	Sell	9,750 -2,700	-22%	-$315K	0.21%	43
2020 Q4	$1.46M	Sell	12,450 -8,070	-39%	-$937K	0.26%	36
2020 Q3	$2.38M	Sell	20,520 -12,584	-38%	-$1.46M	0.48%	29
2020 Q2	$3.82M	Buy	33,104 +14,467	+78%	+$1.64M	0.86%	27
2020 Q1	$2.11M	Sell	18,637 -22,703	-55%	-$2.59M	0.56%	29
2019 Q4	$4.71M	Buy	41,340 +1,566	+4%	+$178K	1.12%	19
2019 Q3	$4.54M	Buy	39,774 +15,611	+65%	+$1.78M	1.18%	19
2019 Q2	$2.73M	Sell	24,163 -759	-3%	-$85K	0.73%	25
2019 Q1	$2.77M	Buy	+24,922	New	+$2.73M	0.78%	23