TritonPoint Wealth’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
$514K Sell
4,919
-446
-8% -$46.6K 0.05% 209
2025
Q1
$566K Buy
5,365
+1,795
+50% +$189K 0.05% 200
2024
Q4
$380K Sell
3,570
-433
-11% -$46.1K 0.03% 240
2024
Q3
$435K Sell
4,003
-1,240
-24% -$135K 0.04% 225
2024
Q2
$559K Buy
5,243
+277
+6% +$29.5K 0.05% 190
2024
Q1
$686K Sell
4,966
-1,591
-24% -$220K 0.07% 169
2023
Q4
$711K Buy
+6,557
New +$711K 0.07% 171