Banque Cantonale Vaudoise’s iShares National Muni Bond ETF MUB Stock Holding History

Banque Cantonale Vaudoise’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 Q3	–	Sell	-200	Closed	-$21K	–	924
2024 Q2	$21K	Sell	200 -640	-76%	-$68.2K	﹤0.01%	879
2024 Q1	$90K	Buy	840 +10	+1%	+$1.08K	﹤0.01%	684
2023 Q4	$90K	Hold	830	–	–	﹤0.01%	704
2023 Q3	$85K	Sell	830 -70	-8%	-$7.38K	﹤0.01%	871
2023 Q2	$96K	Buy	900 +200	+29%	+$21.4K	﹤0.01%	861
2023 Q1	$75K	Hold	700	–	–	﹤0.01%	900
2022 Q4	$74K	Sell	700 -250	-26%	-$26.1K	﹤0.01%	899
2022 Q3	$97K	Hold	950	–	–	0.01%	877
2022 Q2	$101K	Buy	950 +50	+6%	+$5.34K	0.01%	892
2022 Q1	$99K	Hold	900	–	–	﹤0.01%	929
2021 Q4	$105K	Buy	900 +580	+181%	+$67.3K	﹤0.01%	955
2021 Q3	$37K	Hold	320	–	–	﹤0.01%	1093
2021 Q2	$38K	Hold	320	–	–	﹤0.01%	1076
2021 Q1	$37K	Hold	320	–	–	﹤0.01%	1019
2020 Q4	$38K	Hold	320	–	–	﹤0.01%	969
2020 Q3	$37K	Hold	320	–	–	﹤0.01%	929
2020 Q2	$37K	Hold	320	–	–	﹤0.01%	837
2020 Q1	$36K	Hold	320	–	–	﹤0.01%	852
2019 Q4	$36K	Buy	+320	New	+$36.5K	﹤0.01%	867

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Banque Cantonale Vaudoise's MUB Position: Q3 2024 in Review

Banque Cantonale Vaudoise sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 200 shares — an estimated $21K sold.

Banque Cantonale Vaudoise first reported a position in MUB in Q4 2019 and held it in 19 quarters. The position peaked at $105K in Q4 2021. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Banque Cantonale Vaudoise reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Banque Cantonale Vaudoise sold 200 iShares National Muni Bond ETF shares in Q3 2024, an estimated $21K.
Banque Cantonale Vaudoise first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 19 quarters.
Banque Cantonale Vaudoise's iShares National Muni Bond ETF position peaked at $105K in Q4 2021.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.