All Season Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

All Season Financial Advisors’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	-1,859	Closed	-$202K	–	116
2023 Q4	$202K	Buy	+1,859	New	+$194K	0.17%	97
2023 Q2	–	Sell	-5,510	Closed	-$594K	–	116
2023 Q1	$594K	Buy	5,510 +111	+2%	+$11.9K	0.54%	46
2022 Q4	$570K	Buy	+5,399	New	+$563K	0.5%	50
2022 Q3	–	Sell	-13,841	Closed	-$1.47M	–	126
2022 Q2	$1.47M	Buy	+13,841	New	+$1.48M	1.26%	22
2022 Q1	–	Sell	-11,864	Closed	-$1.38M	–	163
2021 Q4	$1.38M	Sell	11,864 -1,028	-8%	-$119K	0.96%	28
2021 Q3	$1.5M	Buy	+12,892	New	+$1.51M	1.21%	22

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

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

CSIA

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

All Season Financial Advisors's MUB Position: Q1 2024 in Review

All Season Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 1,859 shares — an estimated $202K sold.

All Season Financial Advisors first reported a position in MUB in Q3 2021 and held it in 6 quarters. The position peaked at $1.5M in Q3 2021. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

All Season Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
All Season Financial Advisors sold 1,859 iShares National Muni Bond ETF shares in Q1 2024, an estimated $202K.
All Season Financial Advisors first reported a position in iShares National Muni Bond ETF in Q3 2021 and held it in 6 quarters.
All Season Financial Advisors's iShares National Muni Bond ETF position peaked at $1.5M in Q3 2021.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on All Season Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.