Riversedge Advisors’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 | $1.72M | Sell |
16,488
-1,527
| -8% | -$160K | 0.34% | 34 |
|
|
2025
Q1 | $1.9M | Sell |
18,015
-4,603
| -20% | -$485K | 0.42% | 32 |
|
|
2024
Q4 | $2.41M | Buy |
22,618
+821
| +4% | +$87.5K | 0.54% | 31 |
|
|
2024
Q3 | $2.37M | Buy |
21,797
+340
| +2% | +$36.9K | 0.54% | 30 |
|
|
2024
Q2 | $2.29M | Sell |
21,457
-1,423
| -6% | -$152K | 0.56% | 30 |
|
|
2024
Q1 | $2.46M | Sell |
22,880
-1,204
| -5% | -$130K | 0.61% | 27 |
|
|
2023
Q4 | $2.61M | Sell |
24,084
-8,785
| -27% | -$952K | 0.72% | 25 |
|
|
2023
Q3 | $3.37M | Sell |
32,869
-2,356
| -7% | -$242K | 0.99% | 23 |
|
|
2023
Q2 | $3.76M | Sell |
35,225
-787
| -2% | -$84K | 1.03% | 26 |
|
|
2023
Q1 | $3.88M | Sell |
36,012
-936
| -3% | -$101K | 1.13% | 24 |
|
|
2022
Q4 | $3.9M | Buy |
36,948
+7,126
| +24% | +$752K | 1.26% | 22 |
|
|
2022
Q3 | $3.06M | Sell |
29,822
-6,404
| -18% | -$657K | 1.11% | 22 |
|
|
2022
Q2 | $3.85M | Sell |
36,226
-13,558
| -27% | -$1.44M | 1.43% | 18 |
|
|
2022
Q1 | $5.46M | Buy |
49,784
+21,442
| +76% | +$2.35M | 1.78% | 15 |
|
|
2021
Q4 | $3.3M | Buy |
+28,342
| New | +$3.3M | 1.05% | 19 |
|
|
2020
Q1 | – | Sell |
-48,037
| Closed | -$5.47M | – | 40 |
|
|
2019
Q4 | $5.47M | Buy |
48,037
+3,598
| +8% | +$410K | 6.48% | 4 |
|
|
2019
Q3 | $5.12M | Hold |
44,439
| – | – | 7.19% | 4 |
|
|
2019
Q2 | $5.12M | Buy |
+44,439
| New | +$5.12M | 7.19% | 4 |
|