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AXS Investments’s iShares National Muni Bond ETF MUB Stock Holding History

AXS Investments’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
Q2 		– Sell
-9,100
Closed -$979K – 278
2024
Q1 		$979K Buy
9,100
+6,100
+203% +$658K 0.23% 163
2023
Q4 		$325K Sell
3,000
-7,500
-71% -$784K 0.08% 253
2023
Q3 		$1.08M Sell
10,500
-8,500
-45% -$897K 0.28% 147
2023
Q2 		$2.03M Buy
+19,000
New +$2.03M 0.54% 39

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AXS Investments's MUB Position: Q2 2024 in Review

AXS Investments sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 9,100 shares — an estimated $979K sold.

AXS Investments first reported a position in MUB in Q2 2023 and held it in 4 quarters. The position peaked at $2.03M in Q2 2023. 1,347 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

  • AXS Investments reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • AXS Investments sold 9,100 iShares National Muni Bond ETF shares in Q2 2024, an estimated $979K.
  • AXS Investments first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 4 quarters.
  • AXS Investments's iShares National Muni Bond ETF position peaked at $2.03M in Q2 2023.
  • 1,347 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.