Bridgeworth’s iShares National Muni Bond ETF MUB Stock Holding History

Bridgeworth’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	$1.12M	Buy	+10,375	New	+$1.08M	0.11%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bridgeworth's MUB Position: Q4 2023 in Review

Bridgeworth opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2023: 10,375 shares worth $1.12M. The stake represents 0.11% of the portfolio and ranks #73 among its holdings.

1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Bridgeworth held 10,375 shares of iShares National Muni Bond ETF worth $1.12M as of Q4 2023.
iShares National Muni Bond ETF was a new Bridgeworth position in Q4 2023.
iShares National Muni Bond ETF made up 0.11% of Bridgeworth's portfolio in Q4 2023, its #73 holding.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.