Rockbridge Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $725K | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.85M | Hold |
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|
2024
Q1 | $1.87M | Hold |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $1.96M | Hold |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $661K | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $683K | Buy |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $623K | Buy |
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|
2020
Q2 | $607K | Buy |
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