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Ridgecrest Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Ridgecrest Wealth Partners’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,090
Closed -$243K – 124
2021
Q3 		$243K Buy
+2,090
New +$245K 0.13% 102

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BlackRock
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ridgecrest Wealth Partners's MUB Position: Q4 2021 in Review

Ridgecrest Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 2,090 shares — an estimated $243K sold.

Ridgecrest Wealth Partners first reported a position in MUB in Q3 2021 and held it in 1 quarter. The position peaked at $243K in Q3 2021. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Ridgecrest Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 2,090 iShares National Muni Bond ETF shares in Q4 2021, an estimated $243K.
  • Ridgecrest Wealth Partners first reported a position in iShares National Muni Bond ETF in Q3 2021 and held it in 1 quarter.
  • Ridgecrest Wealth Partners's iShares National Muni Bond ETF position peaked at $243K in Q3 2021.
  • 1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.