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AFT Forsyth & Company’s iShares National Muni Bond ETF MUB Stock Holding History

AFT Forsyth & Company’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
Q4 		– Sell
-2,015
Closed -$219K – 131
2024
Q3 		$219K Sell
2,015
-135
-6% -$14.5K 0.11% 126
2024
Q2 		$229K Hold
2,150
– – 0.11% 131
2024
Q1 		$231K Sell
2,150
-230
-10% -$24.8K 0.13% 131
2023
Q4 		$258K Hold
2,380
– – 0.16% 118
2023
Q3 		$244K Sell
2,380
-1,250
-34% -$132K 0.18% 109
2023
Q2 		$387K Hold
3,630
– – 0.27% 93
2023
Q1 		$391K Sell
3,630
-690
-16% -$73.7K 0.3% 95
2022
Q4 		$456K Hold
4,320
– – 0.39% 77
2022
Q3 		$443K Sell
4,320
-590
-12% -$62.7K 0.4% 75
2022
Q2 		$522K Sell
4,910
-600
-11% -$64K 0.42% 71
2022
Q1 		$604K Sell
5,510
-735
-12% -$83K 0.38% 72
2021
Q4 		$726K Hold
6,245
– – 0.37% 81
2021
Q3 		$725K Hold
6,245
– – 0.39% 82
2021
Q2 		$732K Hold
6,245
– – 0.39% 85
2021
Q1 		$725K Sell
6,245
-545
-8% -$63.6K 0.43% 81
2020
Q4 		$796K Sell
6,790
-2,250
-25% -$261K 0.5% 70
2020
Q3 		$1.05M Hold
9,040
– – 0.78% 38
2020
Q2 		$1.04M Buy
9,040
+2,000
+28% +$227K 0.88% 36
2020
Q1 		$796K Hold
7,040
– – 0.8% 40
2019
Q4 		$802K Hold
7,040
– – 0.61% 57
2019
Q3 		$803K Hold
7,040
– – 0.66% 57
2019
Q2 		$796K Hold
7,040
– – 0.66% 54
2019
Q1 		$783K Sell
7,040
-65
-0.9% -$7.13K 0.68% 56
2018
Q4 		$775K Hold
7,105
– – 0.77% 51
2018
Q3 		$767K Sell
7,105
-400
-5% -$43.5K 0.64% 55
2018
Q2 		$818K Sell
7,505
-425
-5% -$46.1K 0.72% 50
2018
Q1 		$864K Sell
7,930
-1,170
-13% -$128K 0.81% 43
2017
Q4 		$1.01M Buy
+9,100
New +$1.01M 0.99% 32
2013
Q3 		$1.13M Sell
10,825
-85
-0.8% -$8.78K 1.47% 12
2013
Q2 		$1.15M Buy
+10,910
New +$1.19M 1.64% 8

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFT Forsyth & Company's MUB Position: Q4 2024 in Review

AFT Forsyth & Company sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 2,015 shares — an estimated $219K sold.

AFT Forsyth & Company first reported a position in MUB in Q2 2013 and held it in 30 quarters. The position peaked at $1.15M in Q2 2013. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • AFT Forsyth & Company reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • AFT Forsyth & Company sold 2,015 iShares National Muni Bond ETF shares in Q4 2024, an estimated $219K.
  • AFT Forsyth & Company first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 30 quarters.
  • AFT Forsyth & Company's iShares National Muni Bond ETF position peaked at $1.15M in Q2 2013.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on AFT Forsyth & Company's 13F filing for Q4 2024, filed 29 Jan 2025.