Ridgewood Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-972	Closed	-$102K	–	505
2025 Q2	$102K	Sell	972 -98	-9%	-$10.2K	0.04%	254
2025 Q1	$113K	Sell	1,070 -265	-20%	-$28.2K	0.05%	234
2024 Q4	$142K	Sell	1,335 -711	-35%	-$76.4K	0.07%	199
2024 Q3	$222K	Sell	2,046 -51	-2%	-$5.5K	0.11%	158
2024 Q2	$223K	Sell	2,097 -31	-1%	-$3.3K	0.11%	167
2024 Q1	$229K	Buy	+2,128	New	+$230K	0.12%	167
2023 Q3	–	Sell	-1,696	Closed	-$181K	–	544
2023 Q2	$181K	Buy	1,696 +54	+3%	+$5.77K	0.1%	176
2023 Q1	$177K	Buy	+1,642	New	+$175K	0.11%	188
2021 Q2	–	Sell	-1,732	Closed	-$201K	–	200
2021 Q1	$201K	Buy	+1,732	New	+$202K	0.12%	178

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ridgewood Investments's MUB Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 972 shares — an estimated $102K sold.

Ridgewood Investments first reported a position in MUB in Q1 2021 and held it in 9 quarters. The position peaked at $229K in Q1 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Ridgewood Investments reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 972 iShares National Muni Bond ETF shares in Q3 2025, an estimated $102K.
Ridgewood Investments first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 9 quarters.
Ridgewood Investments's iShares National Muni Bond ETF position peaked at $229K in Q1 2024.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.