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Bromfield Sneider Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bromfield Sneider Wealth 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
Q1 		$7.39M Buy
68,671
+5,654
+9% +$610K 4.57% 6
2023
Q4 		$6.83M Buy
63,017
+206
+0.3% +$21.5K 4.62% 6
2023
Q3 		$6.44M Buy
62,811
+6,332
+11% +$668K 4.85% 6
2023
Q2 		$6.03M Buy
56,479
+271
+0.5% +$29K 4.78% 5
2023
Q1 		$6.06M Buy
56,208
+1,128
+2% +$121K 5.1% 5
2022
Q4 		$5.81M Buy
55,080
+52,474
+2,014% +$5.47M 5.39% 5
2022
Q3 		$267K Buy
2,606
+1,255
+93% +$133K 0.32% 26
2022
Q2 		$144K Buy
1,351
+1,146
+559% +$122K 0.18% 36
2022
Q1 		$22K Buy
+205
New +$23.1K 0.02% 93

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.47T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return