Winthrop 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
2026 Q1	$665K	Buy	6,263 +41	+0.7%	+$4.41K	0.05%	93
2025 Q4	$666K	Sell	6,222 -70	-1%	-$7.49K	0.06%	92
2025 Q3	$670K	Buy	6,292 +1,252	+25%	+$131K	0.06%	87
2025 Q2	$527K	Buy	5,040 +211	+4%	+$21.9K	0.05%	97
2025 Q1	$509K	Sell	4,829 -1,838	-28%	-$195K	0.06%	91
2024 Q4	$710K	Buy	6,667 +1,679	+34%	+$180K	0.09%	76
2024 Q3	$542K	Buy	4,988 +7	+0.1%	+$754	0.07%	82
2024 Q2	$531K	Buy	4,981 +858	+21%	+$91.4K	0.07%	78
2024 Q1	$444K	Buy	+4,123	New	+$445K	0.06%	89
2022 Q2	–	Sell	-2,195	Closed	-$241K	–	138
2022 Q1	$241K	Sell	2,195 -1,099	-33%	-$124K	0.05%	118
2021 Q4	$383K	Sell	3,294 -358	-10%	-$41.6K	0.08%	83
2021 Q3	$424K	Sell	3,652 -6	-0.2%	-$703	0.09%	66
2021 Q2	$428K	Sell	3,658 -484	-12%	-$56.6K	0.1%	70
2021 Q1	$480K	Buy	4,142 +207	+5%	+$24.1K	0.12%	61
2020 Q4	$461K	Buy	3,935 +386	+11%	+$44.8K	0.12%	63
2020 Q3	$410K	Buy	3,549 +1,640	+86%	+$191K	0.13%	63
2020 Q2	$220K	Buy	1,909 +8	+0.4%	+$908	0.08%	85
2020 Q1	$214K	Sell	1,901 -8,058	-81%	-$920K	0.09%	79
2019 Q4	$1.13M	Buy	+9,959	New	+$1.13M	0.41%	32