Ridgewood Investments’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 | $102K | Sell |
972
-98
| -9% | -$10.2K | 0.04% | 254 |
|
|
2025
Q1 | $113K | Sell |
1,070
-265
| -20% | -$27.9K | 0.05% | 234 |
|
|
2024
Q4 | $142K | Sell |
1,335
-711
| -35% | -$75.8K | 0.07% | 199 |
|
|
2024
Q3 | $222K | Sell |
2,046
-51
| -2% | -$5.54K | 0.11% | 158 |
|
|
2024
Q2 | $223K | Sell |
2,097
-31
| -1% | -$3.3K | 0.11% | 167 |
|
|
2024
Q1 | $229K | Buy |
+2,128
| New | +$229K | 0.12% | 167 |
|
|
2023
Q3 | – | Sell |
-1,696
| Closed | -$181K | – | 535 |
|
|
2023
Q2 | $181K | Buy |
1,696
+54
| +3% | +$5.76K | 0.1% | 176 |
|
|
2023
Q1 | $177K | Buy |
+1,642
| New | +$177K | 0.11% | 188 |
|
|
2021
Q2 | – | Sell |
-1,732
| Closed | -$201K | – | 196 |
|
|
2021
Q1 | $201K | Buy |
+1,732
| New | +$201K | 0.12% | 178 |
|