9258 Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

9258 Wealth 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 Q3	$503K	Buy	4,633 +443	+11%	+$47.7K	0.07%	198
2024 Q2	$446K	Sell	4,190 -952	-19%	-$101K	0.07%	207
2024 Q1	$553K	Buy	5,142 +61	+1%	+$6.58K	0.09%	184
2023 Q4	$551K	Sell	5,081 -896	-15%	-$93.6K	0.1%	170
2023 Q3	$613K	Sell	5,977 -129	-2%	-$13.6K	0.12%	152
2023 Q2	$652K	Sell	6,106 -101	-2%	-$10.8K	0.12%	146
2023 Q1	$669K	Buy	6,207 +116	+2%	+$12.4K	0.14%	140
2022 Q4	$643K	Buy	6,091 +619	+11%	+$64.5K	0.14%	139
2022 Q3	$561K	Buy	5,472 +2,026	+59%	+$215K	0.14%	156
2022 Q2	$367K	Buy	+3,446	New	+$368K	0.09%	216
2020 Q1	–	Sell	-3,992	Closed	-$455K	–	298
2019 Q4	$455K	Buy	+3,992	New	+$455K	0.17%	158

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

9258 Wealth Management's MUB Position: Q3 2024 in Review

9258 Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q3 2024, buying an estimated $47.7K and bringing the position to 4,633 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #198.

9258 Wealth Management first reported a position in MUB in Q4 2019 and has held it in 11 quarters since. The position peaked at $669K in Q1 2023. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

9258 Wealth Management held 4,633 shares of iShares National Muni Bond ETF worth $503K as of Q3 2024.
9258 Wealth Management bought 443 iShares National Muni Bond ETF shares in Q3 2024, an estimated $47.7K.
iShares National Muni Bond ETF made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #198 holding.
9258 Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 11 quarters since.
9258 Wealth Management's iShares National Muni Bond ETF position peaked at $669K in Q1 2023.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.