Williams Jones Wealth Management’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	$282K	Buy	+2,700	New	+$282K	﹤0.01%	428
2024 Q1	–	Sell	-2,101	Closed	-$228K	–	564
2023 Q4	$228K	Hold	2,101	–	–	﹤0.01%	474
2023 Q3	$215K	Buy	+2,101	New	+$215K	﹤0.01%	475