Wealth Management Resources’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
2026 Q1	$4.04M	Sell	38,087 -5,377	-12%	-$578K	1.41%	17
2025 Q4	$4.66M	Sell	43,464 -2,170	-5%	-$232K	1.64%	15
2025 Q3	$4.86M	Sell	45,634 -2,374	-5%	-$248K	1.57%	16
2025 Q2	$5.02M	Sell	48,008 -9,099	-16%	-$946K	1.71%	15
2025 Q1	$6.02M	Sell	57,107 -2,189	-4%	-$233K	2.19%	14
2024 Q4	$6.32M	Sell	59,296 -4,825	-8%	-$518K	2.33%	14
2024 Q3	$6.97M	Sell	64,121 -4,097	-6%	-$442K	2.79%	14
2024 Q2	$7.27M	Buy	68,218 +21,999	+48%	+$2.34M	3.12%	14
2024 Q1	$4.97M	Buy	46,219 +6,924	+18%	+$747K	2.15%	16
2023 Q4	$4.26M	Buy	39,295 +17,454	+80%	+$1.82M	2%	17
2023 Q3	$2.34M	Buy	21,841 +18,071	+479%	+$1.91M	1.13%	19
2023 Q2	$402K	Buy	+3,770	New	+$403K	0.23%	32
2022 Q1	–	Sell	-2,035	Closed	-$237K	–	47
2021 Q4	$237K	Buy	+2,035	New	+$236K	0.15%	43