OGF
Orin Green Financial’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
97,361
-16,586
| -15% | -$1.73M | 4.31% | 6 |
|
|
2025
Q1 | $11.7M | Buy |
+113,947
| New | +$11.7M | 5.53% | 6 |
|
|
2024
Q4 | – | Sell |
-117,590
| Closed | -$12.8M | – | 6 |
|
|
2024
Q3 | $12.8M | Buy |
117,590
+3,561
| +3% | +$387K | 5.51% | 6 |
|
|
2024
Q2 | $12.1M | Buy |
+114,029
| New | +$12.1M | 5.6% | 6 |
|
|
2024
Q1 | – | Sell |
-96,382
| Closed | -$10.4M | – | 6 |
|
|
2023
Q4 | $10.4M | Sell |
96,382
-1,682
| -2% | -$182K | 5.15% | 6 |
|
|
2023
Q3 | $10.1M | Buy |
98,064
+3,106
| +3% | +$318K | 5.58% | 5 |
|
|
2023
Q2 | $10.1M | Buy |
94,958
+2,380
| +3% | +$254K | 5.3% | 6 |
|
|
2023
Q1 | $9.97M | Buy |
92,578
+3,429
| +4% | +$369K | 5.4% | 6 |
|
|
2022
Q4 | $9.41M | Sell |
89,149
-3,327
| -4% | -$351K | 5.52% | 5 |
|
|
2022
Q3 | $9.49M | Buy |
92,476
+14,077
| +18% | +$1.44M | 6.16% | 4 |
|
|
2022
Q2 | $8.39M | Buy |
78,399
+67,845
| +643% | +$7.26M | 5.24% | 7 |
|
|
2022
Q1 | $1.16M | Sell |
10,554
-112
| -1% | -$12.3K | 0.76% | 24 |
|
|
2021
Q4 | $1.2M | Buy |
10,666
+553
| +5% | +$62.4K | 0.87% | 22 |
|
|
2021
Q3 | $1.18M | Buy |
10,113
+285
| +3% | +$33.1K | 0.82% | 25 |
|
|
2021
Q2 | $1.15M | Buy |
9,828
+3,817
| +64% | +$447K | 0.81% | 24 |
|
|
2021
Q1 | $698K | Sell |
6,011
-2,128
| -26% | -$247K | 0.57% | 34 |
|
|
2020
Q4 | $954K | Buy |
+8,139
| New | +$954K | 0.76% | 27 |
|