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

Avion Wealth’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	-101	Closed	-$10K	–	1185
2024 Q3	$10K	Hold	101	–	–	﹤0.01%	370
2024 Q2	$10K	Hold	101	–	–	﹤0.01%	339
2024 Q1	$11K	Hold	101	–	–	﹤0.01%	297
2023 Q4	$11K	Hold	101	–	–	﹤0.01%	269
2023 Q3	$10K	Hold	101	–	–	﹤0.01%	274
2023 Q2	$10K	Buy	+101	New	+$10.8K	﹤0.01%	294

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 22.9% 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

Avion Wealth's MUB Position: Q4 2024 in Review

Avion Wealth sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 101 shares — an estimated $10K sold.

Avion Wealth first reported a position in MUB in Q2 2023 and held it in 6 quarters. The position peaked at $11K in Q1 2024. 1,526 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Avion Wealth reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Avion Wealth sold 101 iShares National Muni Bond ETF shares in Q4 2024, an estimated $10K.
Avion Wealth first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 6 quarters.
Avion Wealth's iShares National Muni Bond ETF position peaked at $11K in Q1 2024.
1,526 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.