WealthPLAN 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
2024 Q2	–	Sell	-3,375	Closed	-$363K	–	315
2024 Q1	$363K	Hold	3,375	–	–	0.04%	236
2023 Q4	$366K	Sell	3,375 -1,555	-32%	-$163K	0.04%	249
2023 Q3	$506K	Buy	4,930 +3,269	+197%	+$345K	0.06%	201
2023 Q2	$177K	Sell	1,661 -498	-23%	-$53.2K	0.03%	310
2023 Q1	$233K	Sell	2,159 -564	-21%	-$60.3K	0.03%	282
2022 Q4	$292K	Buy	+2,723	New	+$284K	0.02%	319
2022 Q1	$430K	Sell	4,033 -2,449	-38%	-$276K	0.03%	270
2021 Q4	$736K	Sell	6,482 -799	-11%	-$92.8K	0.05%	213
2021 Q3	$846K	Buy	7,281 +193	+3%	+$22.6K	0.06%	187
2021 Q2	$831K	Buy	7,088 +209	+3%	+$24.4K	0.06%	172
2021 Q1	$801K	Buy	6,879 +396	+6%	+$46.2K	0.06%	165
2020 Q4	$761K	Sell	6,483 -388	-6%	-$45.1K	0.06%	163
2020 Q3	$797K	Buy	6,871 +894	+15%	+$104K	0.08%	141
2020 Q2	$699K	Buy	+5,977	New	+$678K	0.07%	149
2017 Q4	–	Sell	-3,401	Closed	-$377K	–	230
2017 Q3	$377K	Buy	3,401 +313	+10%	+$34.7K	0.11%	130
2017 Q2	$340K	Buy	+3,088	New	+$340K	0.1%	129
2016 Q3	$19.1K	Buy	+170	New	+$19.3K	0.01%	494