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Bridge Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Bridge Advisory’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
2023
Q4 		– Sell
-2,593
Closed -$266K – 140
2023
Q3 		$266K Buy
+2,593
New +$274K 0.09% 127
2021
Q1 		– Sell
-2,362
Closed -$277K – 87
2020
Q4 		$277K Buy
+2,362
New +$274K 0.13% 66

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bridge Advisory's MUB Position: Q4 2023 in Review

Bridge Advisory sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 2,593 shares — an estimated $266K sold.

Bridge Advisory first reported a position in MUB in Q4 2020 and held it in 2 quarters. The position peaked at $277K in Q4 2020. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Bridge Advisory reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bridge Advisory sold 2,593 iShares National Muni Bond ETF shares in Q4 2023, an estimated $266K.
  • Bridge Advisory first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 2 quarters.
  • Bridge Advisory's iShares National Muni Bond ETF position peaked at $277K in Q4 2020.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.