Anchor Pointe Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Anchor Pointe Wealth Management’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	$220K	Buy	+2,060	New	+$221K	0.29%	76

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Anchor Pointe Wealth Management's MUB Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2024: 2,060 shares worth $220K. The stake represents 0.29% of the portfolio and ranks #76 among its holdings.

1,525 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Anchor Pointe Wealth Management held 2,060 shares of iShares National Muni Bond ETF worth $220K as of Q4 2024.
iShares National Muni Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares National Muni Bond ETF made up 0.29% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #76 holding.
1,525 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.