American State Bank (Iowa)’s iShares National Muni Bond ETF MUB Stock Holding History

American State Bank (Iowa)’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	-1,183	Closed	-$128K	–	245
2023 Q4	$128K	Hold	1,183	–	–	0.08%	150
2023 Q3	$121K	Buy	1,183 +95	+9%	+$10K	0.09%	145
2023 Q2	$116K	Buy	1,088 +252	+30%	+$26.9K	0.08%	150
2023 Q1	$90.1K	Buy	836 +47	+6%	+$5.02K	0.07%	161
2022 Q4	$83.3K	Buy	789 +489	+163%	+$51K	0.06%	166
2022 Q3	$30.8K	Hold	300	–	–	0.03%	219
2022 Q2	$31.9K	Hold	300	–	–	0.03%	218
2022 Q1	$32.9K	Hold	300	–	–	0.02%	217
2021 Q4	$34.9K	Hold	300	–	–	0.02%	213
2021 Q3	$34.9K	Hold	300	–	–	0.03%	212
2021 Q2	$35.2K	Hold	300	–	–	0.03%	216
2021 Q1	$34.8K	Buy	+300	New	+$35K	0.03%	209

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

American State Bank (Iowa)'s MUB Position: Q1 2024 in Review

American State Bank (Iowa) sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 1,183 shares — an estimated $128K sold.

American State Bank (Iowa) first reported a position in MUB in Q1 2021 and held it in 12 quarters. The position peaked at $128K in Q4 2023. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

American State Bank (Iowa) reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,183 iShares National Muni Bond ETF shares in Q1 2024, an estimated $128K.
American State Bank (Iowa) first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 12 quarters.
American State Bank (Iowa)'s iShares National Muni Bond ETF position peaked at $128K in Q4 2023.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.