Waypoint Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
2025
Q1
$475K Buy
2023
Q4
Sell
2023
Q3
$431K Hold
2023
Q2
$448K Hold
2023
Q1
$453K Hold
2022
Q4
$443K Hold
2022
Q3
$431K Sell
2022
Q2
$1.28M Buy