Balyasny Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Balyasny Asset 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 Q4	–	Sell	-181,436	Closed	-$19.7M	–	3086
2024 Q3	$19.7M	Buy	181,436 +167,728	+1,224%	+$18.1M	0.03%	637
2024 Q2	$1.46M	Sell	13,708 -7,749	-36%	-$825K	﹤0.01%	1641
2024 Q1	$2.31M	Sell	21,457 -92,212	-81%	-$9.95M	﹤0.01%	1502
2023 Q4	$12.3M	Buy	+113,669	New	+$11.9M	0.02%	788
2023 Q3	–	Sell	-24,924	Closed	-$2.66M	–	2559
2023 Q2	$2.66M	Buy	24,924 +17,102	+219%	+$1.83M	0.01%	1287
2023 Q1	$843K	Buy	+7,822	New	+$836K	﹤0.01%	1803

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management's MUB Position: Q4 2024 in Review

Balyasny Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 181,436 shares — an estimated $19.7M sold.

Balyasny Asset Management first reported a position in MUB in Q1 2023 and held it in 6 quarters. The position peaked at $19.7M in Q3 2024. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Balyasny Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Balyasny Asset Management sold 181,436 iShares National Muni Bond ETF shares in Q4 2024, an estimated $19.7M.
Balyasny Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 6 quarters.
Balyasny Asset Management's iShares National Muni Bond ETF position peaked at $19.7M in Q3 2024.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.