Advisor Resource Council’s iShares National Muni Bond ETF MUB Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-4,261	Closed	-$462K	–	165
2024 Q1	$462K	Sell	4,261 -17,417	-80%	-$1.88M	0.2%	123
2023 Q4	$2.35M	Buy	+21,678	New	+$2.27M	0.27%	88
2023 Q2	–	Sell	-6,172	Closed	-$668K	–	234
2023 Q1	$668K	Buy	+6,172	New	+$660K	0.17%	153
2022 Q3	–	Sell	-15,758	Closed	-$1.68M	–	365
2022 Q2	$1.68M	Buy	+15,758	New	+$1.68M	0.16%	149
2022 Q1	–	Sell	-5,885	Closed	-$684K	–	412
2021 Q4	$684K	Buy	+5,885	New	+$683K	0.05%	286

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Advisor Resource Council's MUB Position: Q2 2024 in Review

Advisor Resource Council sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 4,261 shares — an estimated $462K sold.

Advisor Resource Council first reported a position in MUB in Q4 2021 and held it in 5 quarters. The position peaked at $2.35M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Advisor Resource Council reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Advisor Resource Council sold 4,261 iShares National Muni Bond ETF shares in Q2 2024, an estimated $462K.
Advisor Resource Council first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 5 quarters.
Advisor Resource Council's iShares National Muni Bond ETF position peaked at $2.35M in Q4 2023.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.