Benedetti & Gucer’s iShares National Muni Bond ETF MUB Stock Holding History

Benedetti & Gucer’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 Q1	$306K	Buy	2,841 +352	+14%	+$38K	0.15%	108
2023 Q4	$270K	Sell	2,489 -1,587	-39%	-$166K	0.14%	111
2023 Q3	$418K	Sell	4,076 -458	-10%	-$48.3K	0.23%	79
2023 Q2	$484K	Sell	4,534 -57	-1%	-$6.09K	0.25%	71
2023 Q1	$495K	Sell	4,591 -1,194	-21%	-$128K	0.28%	65
2022 Q4	$610K	Sell	5,785 -5,098	-47%	-$531K	0.45%	42
2022 Q3	$1.12M	Buy	10,883 +3,328	+44%	+$354K	0.88%	22
2022 Q2	$804K	Sell	7,555 -11,292	-60%	-$1.21M	0.54%	40
2022 Q1	$2.07M	Sell	18,847 -1,344	-7%	-$152K	1.38%	17
2021 Q4	$2.35M	Buy	20,191 +334	+2%	+$38.8K	1.59%	16
2021 Q3	$2.31M	Sell	19,857 -314	-2%	-$36.8K	1.75%	13
2021 Q2	$2.36M	Buy	20,171 +6,045	+43%	+$706K	2.12%	9
2021 Q1	$1.64M	Buy	+14,126	New	+$1.65M	1.51%	15

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Benedetti & Gucer's MUB Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q1 2024, buying an estimated $38K and bringing the position to 2,841 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #108.

Benedetti & Gucer first reported a position in MUB in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.36M in Q2 2021. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Benedetti & Gucer held 2,841 shares of iShares National Muni Bond ETF worth $306K as of Q1 2024.
Benedetti & Gucer bought 352 iShares National Muni Bond ETF shares in Q1 2024, an estimated $38K.
iShares National Muni Bond ETF made up 0.15% of Benedetti & Gucer's portfolio in Q1 2024, its #108 holding.
Benedetti & Gucer first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's iShares National Muni Bond ETF position peaked at $2.36M in Q2 2021.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.