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AFS Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

AFS Financial Group’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
-14,523
Closed -$1.57M – 40
2023
Q4 		$1.57M Sell
14,523
-22,571
-61% -$2.36M 1.48% 12
2023
Q3 		$3.8M Buy
37,094
+9,059
+32% +$956K 2.6% 7
2023
Q2 		$2.99M Buy
28,035
+353
+1% +$37.7K 1.94% 7
2023
Q1 		$2.98M Sell
27,682
-1,017
-4% -$109K 1.99% 8
2022
Q4 		$3.03M Buy
+28,699
New +$2.99M 2.16% 8

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
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

AFS Financial Group's MUB Position: Q1 2024 in Review

AFS Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 14,523 shares — an estimated $1.57M sold.

AFS Financial Group first reported a position in MUB in Q4 2022 and held it in 5 quarters. The position peaked at $3.8M in Q3 2023. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • AFS Financial Group reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 14,523 iShares National Muni Bond ETF shares in Q1 2024, an estimated $1.57M.
  • AFS Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's iShares National Muni Bond ETF position peaked at $3.8M in Q3 2023.
  • 1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.