1832 Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

1832 Asset Management’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
2024 Q1	–	Sell	-1,708	Closed	-$185K	–	928
2023 Q4	$185K	Sell	1,708 -990	-37%	-$103K	﹤0.01%	633
2023 Q3	$277K	Hold	2,698	–	–	﹤0.01%	632
2023 Q2	$288K	Sell	2,698 -933	-26%	-$99.7K	﹤0.01%	635
2023 Q1	$391K	Hold	3,631	–	–	﹤0.01%	634
2022 Q4	$383K	Buy	+3,631	New	+$378K	﹤0.01%	673
2022 Q2	–	Sell	-3,631	Closed	-$398K	–	927
2022 Q1	$398K	Buy	+3,631	New	+$410K	﹤0.01%	680

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

1832 Asset Management's MUB Position: Q1 2024 in Review

1832 Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 1,708 shares — an estimated $185K sold.

1832 Asset Management first reported a position in MUB in Q1 2022 and held it in 6 quarters. The position peaked at $398K in Q1 2022. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

1832 Asset Management reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
1832 Asset Management sold 1,708 iShares National Muni Bond ETF shares in Q1 2024, an estimated $185K.
1832 Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 6 quarters.
1832 Asset Management's iShares National Muni Bond ETF position peaked at $398K in Q1 2022.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on 1832 Asset Management's 13F filing for Q1 2024, filed 14 May 2024.