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Arden Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Arden Trust’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
Q2 		$1.91M Buy
17,972
+495
+3% +$52.7K 0.27% 55
2024
Q1 		$1.88M Sell
17,477
-120
-0.7% -$12.9K 0.26% 59
2023
Q4 		$1.91M Sell
17,597
-9,316
-35% -$974K 0.28% 56
2023
Q3 		$2.76M Sell
26,913
-35,732
-57% -$3.77M 0.46% 41
2023
Q2 		$6.69M Buy
62,645
+14,724
+31% +$1.57M 1.1% 23
2023
Q1 		$5.16M Buy
47,921
+7,779
+19% +$831K 0.93% 24
2022
Q4 		$4.24M Hold
40,142
– – 0.86% 23
2022
Q3 		$4.12M Buy
40,142
+9,637
+32% +$1.02M 1.04% 18
2022
Q2 		$3.25M Sell
30,505
-10,795
-26% -$1.15M 0.75% 30
2022
Q1 		$4.53M Buy
41,300
+9,559
+30% +$1.08M 0.89% 19
2021
Q4 		$3.69M Hold
31,741
– – 0.63% 37
2021
Q3 		$3.69M Buy
31,741
+1,195
+4% +$140K 0.63% 35
2021
Q2 		$3.58M Buy
30,546
+21,395
+234% +$2.5M 0.59% 33
2021
Q1 		$1.06M Buy
9,151
+1,575
+21% +$184K 0.18% 120
2020
Q4 		$888K Hold
7,576
– – 0.15% 146
2020
Q3 		$878K Hold
7,576
– – 0.16% 132
2020
Q2 		$874K Buy
+7,576
New +$860K 0.16% 123
2015
Q1 		– Sell
-5,337
Closed -$589K – 461
2014
Q4 		$589K Sell
5,337
-224
-4% -$24.6K 0.08% 215
2014
Q3 		$609K Sell
5,561
-272
-5% -$29.7K 0.08% 212
2014
Q2 		$634K Sell
5,833
-1,095
-16% -$118K 0.09% 196
2014
Q1 		$742K Buy
6,928
+74
+1% +$7.86K 0.09% 190
2013
Q4 		$711K Buy
6,854
+531
+8% +$55.4K 0.09% 190
2013
Q3 		$661K Buy
6,323
+744
+13% +$76.8K 0.08% 197
2013
Q2 		$586K Buy
+5,579
New +$610K 0.07% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arden Trust's MUB Position: Q2 2024 in Review

Arden Trust increased its iShares National Muni Bond ETF (MUB) stake by 2.8% in Q2 2024, buying an estimated $52.7K and bringing the position to 17,972 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #55.

Arden Trust first reported a position in MUB in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.69M in Q2 2023. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

  • Arden Trust held 17,972 shares of iShares National Muni Bond ETF worth $1.91M as of Q2 2024.
  • Arden Trust bought 495 iShares National Muni Bond ETF shares in Q2 2024, an estimated $52.7K.
  • iShares National Muni Bond ETF made up 0.27% of Arden Trust's portfolio in Q2 2024, its #55 holding.
  • Arden Trust first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 24 quarters since.
  • Arden Trust's iShares National Muni Bond ETF position peaked at $6.69M in Q2 2023.
  • 1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.