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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
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

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. 1,523 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.
  • 1,523 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.