Univest Financial’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	$14M	Buy	134,427 +4,527	+3%	+$473K	0.84%	24
2025 Q1	$13.7M	Buy	129,900 +23,733	+22%	+$2.5M	0.89%	25
2024 Q4	$11.3M	Buy	106,167 +10,118	+11%	+$1.08M	0.71%	34
2024 Q3	$10.4M	Buy	+96,049	New	+$10.4M	0.69%	38