WealthPlan Investment Management’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
Q3
Sell
2025
Q2
$375K Buy
2023
Q3
Sell
2023
Q2
$32.7K Sell
2023
Q1
$35.3K Sell
2022
Q4
$292K Sell
2022
Q3
$293K Buy
2022
Q1
$430K Buy