3D/L Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

3D/L Capital 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
2023 Q4	–	Sell	-5,078	Closed	-$521K	–	51
2023 Q3	$521K	Sell	5,078 -49,585	-91%	-$5.23M	0.17%	53
2023 Q2	$5.83M	Sell	54,663 -9,676	-15%	-$1.03M	1.69%	14
2023 Q1	$6.93M	Sell	64,339 -5,650	-8%	-$604K	1.84%	14
2022 Q4	$7.39M	Buy	69,989 +63,398	+962%	+$6.61M	1.99%	14
2022 Q3	$676K	Buy	6,591 +26	+0.4%	+$2.76K	0.2%	39
2022 Q2	$698K	Sell	6,565 -157	-2%	-$16.8K	0.2%	43
2022 Q1	$737K	Buy	6,722 +116	+2%	+$13.1K	0.18%	49
2021 Q4	$768K	Buy	6,606 +52	+0.8%	+$6.04K	0.18%	49
2021 Q3	$761K	Sell	6,554 -514	-7%	-$60.3K	0.18%	47
2021 Q2	$828K	Sell	7,068 -790	-10%	-$92.3K	0.2%	45
2021 Q1	$912K	Buy	+7,858	New	+$917K	0.23%	32

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

CSIA

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

3D/L Capital Management's MUB Position: Q4 2023 in Review

3D/L Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 5,078 shares — an estimated $521K sold.

3D/L Capital Management first reported a position in MUB in Q1 2021 and held it in 11 quarters. The position peaked at $7.39M in Q4 2022. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

3D/L Capital Management reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 5,078 iShares National Muni Bond ETF shares in Q4 2023, an estimated $521K.
3D/L Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 11 quarters.
3D/L Capital Management's iShares National Muni Bond ETF position peaked at $7.39M in Q4 2022.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.