Wealth Effects’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
2024
Q4
Sell
-2,975
Closed -$323K 224
2024
Q3
$323K Hold
2,975
0.11% 153
2024
Q2
$317K Buy
2,975
+353
+13% +$37.6K 0.11% 143
2024
Q1
$282K Sell
2,622
-975
-27% -$105K 0.1% 158
2023
Q4
$390K Buy
+3,597
New +$390K 0.15% 131