White & Co Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
15,128
-13
-0.1% -$1.36K 1.26% 15
2025
Q1
$1.59M Sell
15,141
-836
-5% -$87.9K 1.37% 16
2024
Q4
$1.7M Buy
+15,977
New +$1.7M 1.44% 15