Triad Wealth Partners’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
2025 Q2	$1.55M	Buy	14,842 +5,632	+61%	+$588K	0.31%	59
2025 Q1	$971K	Sell	9,210 -11,183	-55%	-$1.18M	0.3%	57
2024 Q4	$2.17M	Buy	20,393 +769	+4%	+$81.9K	0.78%	29
2024 Q3	$2.13M	Buy	19,624 +9,765	+99%	+$1.06M	1.13%	28
2024 Q2	$1.05M	Buy	+9,859	New	+$1.05M	0.55%	24