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ARQ Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

ARQ Wealth 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
Q4 		– Sell
-4,518
Closed -$486K – 103
2024
Q3 		$486K Buy
+4,518
New +$487K 0.18% 64
2021
Q1 		– Sell
-6,072
Closed -$712K – 50
2020
Q4 		$712K Buy
+6,072
New +$705K 0.45% 28

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 $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ARQ Wealth Advisors's MUB Position: Q4 2024 in Review

ARQ Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 4,518 shares — an estimated $486K sold.

ARQ Wealth Advisors first reported a position in MUB in Q4 2020 and held it in 2 quarters. The position peaked at $712K in Q4 2020. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • ARQ Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • ARQ Wealth Advisors sold 4,518 iShares National Muni Bond ETF shares in Q4 2024, an estimated $486K.
  • ARQ Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 2 quarters.
  • ARQ Wealth Advisors's iShares National Muni Bond ETF position peaked at $712K in Q4 2020.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on ARQ Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.