TrueWealth Advisors’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
Q1
Sell
-1,923
Closed -$205K 231
2024
Q4
$205K Sell
1,923
-41
-2% -$4.37K 0.07% 218
2024
Q3
$213K Buy
1,964
+10
+0.5% +$1.09K 0.07% 216
2024
Q2
$208K Buy
+1,954
New +$208K 0.08% 212