Bray Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bray Capital Advisors’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	-4,300	Closed	-$463K	–	261
2024 Q1	$463K	Hold	4,300	–	–	0.12%	103
2023 Q4	$466K	Buy	4,300 +3,950	+1,129%	+$413K	0.13%	102
2023 Q3	$35.9K	Hold	350	–	–	0.01%	187
2023 Q2	$37.4K	Hold	350	–	–	0.01%	186
2023 Q1	$37.7K	Sell	350 -335	-49%	-$35.8K	0.01%	194
2022 Q4	$72.3K	Buy	685 +350	+104%	+$36.5K	0.02%	170
2022 Q3	$34K	Hold	335	–	–	0.01%	201
2022 Q2	$36K	Hold	335	–	–	0.01%	199
2022 Q1	$37K	Hold	335	–	–	0.01%	206
2021 Q4	$39K	Hold	335	–	–	0.01%	207
2021 Q3	$39K	Hold	335	–	–	0.01%	199
2021 Q2	$39K	Hold	335	–	–	0.01%	200
2021 Q1	$39K	Hold	335	–	–	0.01%	197
2020 Q4	$39K	Hold	335	–	–	0.01%	195
2020 Q3	$39K	Hold	335	–	–	0.01%	188
2020 Q2	$39K	Hold	335	–	–	0.02%	185
2020 Q1	$38K	Hold	335	–	–	0.02%	180
2019 Q4	$38K	Hold	335	–	–	0.01%	195
2019 Q3	$38K	Hold	335	–	–	0.01%	197
2019 Q2	$38K	Hold	335	–	–	0.01%	210
2019 Q1	$37K	Hold	335	–	–	0.02%	208
2018 Q4	$37K	Hold	335	–	–	0.02%	207
2018 Q3	$36K	Hold	335	–	–	0.02%	215
2018 Q2	$37K	Sell	335 -90	-21%	-$9.77K	0.02%	235
2018 Q1	$46K	Buy	+425	New	+$46.4K	0.02%	212
2017 Q3	–	Sell	-425	Closed	-$47K	–	125
2017 Q2	$47K	Hold	425	–	–	0.03%	113
2017 Q1	$46K	Sell	425 -250	-37%	-$27.1K	0.03%	113
2016 Q4	$66K	Buy	+675	New	+$73.9K	0.04%	114

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bray Capital Advisors's MUB Position: Q2 2024 in Review

Bray Capital Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 4,300 shares — an estimated $463K sold.

Bray Capital Advisors first reported a position in MUB in Q4 2016 and held it in 28 quarters. The position peaked at $466K in Q4 2023. 1,347 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Bray Capital Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Bray Capital Advisors sold 4,300 iShares National Muni Bond ETF shares in Q2 2024, an estimated $463K.
Bray Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 28 quarters.
Bray Capital Advisors's iShares National Muni Bond ETF position peaked at $466K in Q4 2023.
1,347 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Bray Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.