Wealthstar Advisors’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	–	Sell	-5,754	Closed	-$616K	–	128
2025 Q4	$616K	Sell	5,754 -6,328	-52%	-$678K	0.34%	71
2025 Q3	$1.29M	Sell	12,082 -2,163	-15%	-$226K	0.51%	44
2025 Q2	$1.49M	Sell	14,245 -800	-5%	-$83.2K	0.56%	38
2025 Q1	$1.59M	Hold	15,045	–	–	0.73%	32
2024 Q4	$1.6M	Buy	+15,045	New	+$1.62M	0.7%	30
2024 Q2	–	Sell	-17,686	Closed	-$1.9M	–	106
2024 Q1	$1.9M	Sell	17,686 -997	-5%	-$108K	0.66%	19
2023 Q4	$2.03M	Sell	18,683 -1,678	-8%	-$175K	0.75%	18
2023 Q3	$2.09M	Buy	20,361 +84	+0.4%	+$8.86K	0.91%	16
2023 Q2	$2.16M	Sell	20,277 -27	-0.1%	-$2.89K	0.91%	13
2023 Q1	$2.19M	Sell	20,304 -4	-0%	-$427	0.93%	17
2022 Q4	$2.14M	Hold	20,308	–	–	0.98%	15
2022 Q3	$2.08M	Hold	20,308	–	–	0.99%	17
2022 Q2	$2.16M	Sell	20,308 -13	-0.1%	-$1.39K	0.92%	19
2022 Q1	$2.23M	Buy	20,321 +1,032	+5%	+$116K	0.83%	18
2021 Q4	$2.24M	Buy	19,289 +2,449	+15%	+$284K	0.77%	19
2021 Q3	$1.96M	Buy	16,840 +1,843	+12%	+$216K	0.71%	27
2021 Q2	$1.76M	Buy	+14,997	New	+$1.75M	0.67%	29
2020 Q1	$1.45M	Buy	12,856 +80	+0.6%	+$9.13K	1.1%	11
2019 Q4	$1.45M	Buy	12,776 +7,954	+165%	+$906K	0.94%	13
2019 Q3	$549K	Buy	4,822 +1,925	+66%	+$220K	0.36%	24
2019 Q2	$328K	Buy	+2,897	New	+$324K	0.23%	39