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Authentikos Wealth Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-25
Closed -$2.56K – 385
2023
Q3 		$2.56K Buy
+25
New +$2.64K ﹤0.01% 405

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Authentikos Wealth Advisory's MUB Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 25 shares — an estimated $2.56K sold.

Authentikos Wealth Advisory first reported a position in MUB in Q3 2023 and held it in 1 quarter. The position peaked at $2.56K in Q3 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 25 iShares National Muni Bond ETF shares in Q4 2023, an estimated $2.56K.
  • Authentikos Wealth Advisory first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares National Muni Bond ETF position peaked at $2.56K in Q3 2023.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.