B. Riley Wealth Advisors’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 | $834K | Buy |
+7,985
| New | +$834K | 0.04% | 383 |
|
|
2024
Q4 | $1.32M | Sell |
12,413
-2,676
| -18% | -$285K | 0.04% | 369 |
|
|
2024
Q3 | $1.64M | Sell |
15,089
-7,710
| -34% | -$838K | 0.05% | 368 |
|
|
2024
Q2 | $2.43M | Buy |
22,799
+7,520
| +49% | +$801K | 0.06% | 298 |
|
|
2024
Q1 | $1.57M | Buy |
15,279
+3,169
| +26% | +$325K | 0.04% | 415 |
|
|
2023
Q4 | $1.31M | Sell |
12,110
-3,169
| -21% | -$344K | 0.04% | 457 |
|
|
2023
Q3 | $1.57M | Buy |
15,279
+1,484
| +11% | +$152K | 0.04% | 415 |
|
|
2023
Q2 | $1.47M | Sell |
13,795
-258
| -2% | -$27.5K | 0.03% | 457 |
|
|
2023
Q1 | $1.51M | Buy |
14,053
+1,745
| +14% | +$188K | 0.04% | 432 |
|
|
2022
Q4 | $1.3M | Buy |
12,308
+1,754
| +17% | +$185K | 0.04% | 457 |
|
|
2022
Q3 | $1.08M | Sell |
10,554
-353
| -3% | -$36.2K | 0.03% | 481 |
|
|
2022
Q2 | $1.16M | Buy |
10,907
+721
| +7% | +$76.7K | 0.05% | 372 |
|
|
2022
Q1 | $1.12M | Sell |
10,186
-3,709
| -27% | -$407K | 0.04% | 451 |
|
|
2021
Q4 | $1.62M | Buy |
13,895
+378
| +3% | +$44K | 0.05% | 399 |
|
|
2021
Q3 | $1.57M | Sell |
13,517
-12
| -0.1% | -$1.4K | 0.05% | 398 |
|
|
2021
Q2 | $1.59M | Buy |
13,529
+931
| +7% | +$109K | 0.05% | 393 |
|
|
2021
Q1 | $1.46M | Buy |
12,598
+3,686
| +41% | +$428K | 0.05% | 383 |
|
|
2020
Q4 | $1.05M | Sell |
8,912
-3,038
| -25% | -$356K | 0.06% | 315 |
|
|
2020
Q3 | $1.38M | Buy |
11,950
+3,533
| +42% | +$409K | 0.07% | 262 |
|
|
2020
Q2 | $972K | Buy |
8,417
+417
| +5% | +$48.2K | 0.06% | 284 |
|
|
2020
Q1 | $906K | Sell |
8,000
-5,401
| -40% | -$612K | 0.08% | 256 |
|
|
2019
Q4 | $1.53M | Buy |
13,401
+1,862
| +16% | +$212K | 0.13% | 180 |
|
|
2019
Q3 | $1.32M | Buy |
11,539
+4,178
| +57% | +$477K | 0.13% | 176 |
|
|
2019
Q2 | $833K | Buy |
7,361
+859
| +13% | +$97.2K | 0.09% | 233 |
|
|
2019
Q1 | $723K | Buy |
6,502
+378
| +6% | +$42K | 0.09% | 243 |
|
|
2018
Q4 | $668K | Sell |
6,124
-459
| -7% | -$50.1K | 0.1% | 229 |
|
|
2018
Q3 | $711K | Buy |
6,583
+567
| +9% | +$61.2K | 0.08% | 252 |
|
|
2018
Q2 | $656K | Sell |
6,016
-1,601
| -21% | -$175K | 0.09% | 256 |
|
|
2018
Q1 | $830K | Buy |
7,617
+1,735
| +29% | +$189K | 0.12% | 195 |
|
|
2017
Q4 | $652K | Buy |
5,882
+1,257
| +27% | +$139K | 0.09% | 253 |
|
|
2017
Q3 | $513K | Buy |
4,625
+1,588
| +52% | +$176K | 0.09% | 253 |
|
|
2017
Q2 | $335K | Buy |
3,037
+504
| +20% | +$55.6K | 0.06% | 334 |
|
|
2017
Q1 | $276K | Buy |
2,533
+83
| +3% | +$9.04K | 0.06% | 372 |
|
|
2016
Q4 | $266K | Buy |
2,450
+9
| +0.4% | +$977 | 0.05% | 376 |
|
|
2016
Q3 | $276K | Buy |
+2,441
| New | +$276K | 0.05% | 430 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$110 | – | 1439 |
|
|
2014
Q4 | $110 | Buy |
+1,000
| New | +$110 | ﹤0.01% | 1664 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$109K | – | 1419 |
|
|
2014
Q2 | $109K | Buy |
+1,000
| New | +$109K | 0.03% | 682 |
|