Richardson Financial Services’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
$123K Sell
1,179
-191
-14% -$19.9K 0.08% 189
2025
Q1
$144K Buy
1,370
+373
+37% +$39.3K 0.11% 164
2024
Q4
$106K Sell
997
-379
-28% -$40.4K 0.07% 186
2024
Q3
$147K Buy
1,376
+388
+39% +$41.6K 0.09% 174
2024
Q2
$105K Sell
988
-141
-12% -$15K 0.08% 186
2024
Q1
$121K Buy
1,129
+17
+2% +$1.83K 0.09% 184
2023
Q4
$121K Buy
+1,112
New +$121K 0.11% 161