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

Aspire 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 Q3	$584	Hold	5	–	–	﹤0.01%	187
2024 Q2	$569	Sell	5 -93	-95%	-$9.9K	﹤0.01%	169
2024 Q1	$10.6K	Hold	98	–	–	0.01%	161
2023 Q4	$10.6K	Sell	98 -1	-1%	-$105	0.01%	155
2023 Q3	$10.1K	Buy	99 +1	+1%	+$105	0.01%	154
2023 Q2	$10.5K	Buy	98 +1	+1%	+$107	0.01%	162
2023 Q1	$10.5K	Sell	97 -1	-1%	-$107	0.01%	159
2022 Q4	$10.3K	Buy	98 +1	+1%	+$104	0.01%	154
2022 Q3	$10K	Hold	97	–	–	0.01%	143
2022 Q2	$10K	Hold	97	–	–	0.01%	147
2022 Q1	$11K	Hold	97	–	–	0.01%	147
2021 Q4	$11K	Buy	+97	New	+$11.3K	0.01%	149

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aspire Wealth Management's MUB Position: Q3 2024 in Review

Aspire Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q3 2024 at 5 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Aspire Wealth Management first reported a position in MUB in Q4 2021 and has held it in 12 quarters since. The position peaked at $11K in Q1 2022. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Aspire Wealth Management held 5 shares of iShares National Muni Bond ETF worth $584 as of Q3 2024.
Aspire Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q3 2024.
iShares National Muni Bond ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #187 holding.
Aspire Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares National Muni Bond ETF position peaked at $11K in Q1 2022.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.