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

Waterford Advisors’s Portfolio MUB Stock Details MUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.52M	Buy
2025 Q2	$3.6M	Sell
2025 Q1	$3.93M	Buy
2024 Q4	–	Sell
2024 Q3	$4.41M	Sell
2024 Q2	$6.65M	Sell
2024 Q1	$6.84M	Buy
2023 Q4	$6.66M	Sell
2023 Q3	$8.36M	Buy
2023 Q2	$8.62M	Buy