Wheelhouse Advisory Group’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
$324K Buy
2025
Q2
$318K Sell
2025
Q1
$356K Sell
2024
Q4
$439K Buy
2024
Q3
$410K Buy
2024
Q2
$401K Sell
2024
Q1
$444K Sell
2023
Q4
$502K Buy