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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CSIA

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

Bromfield Sneider Wealth Advisors's MUB Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 9% in Q1 2024, buying an estimated $610K and bringing the position to 68,671 shares worth $7.39M. The position accounts for 4.57% of the portfolio, ranked #6.

Bromfield Sneider Wealth Advisors first reported a position in MUB in Q1 2022 and has held it in 9 quarters since. 1,372 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Bromfield Sneider Wealth Advisors held 68,671 shares of iShares National Muni Bond ETF worth $7.39M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 5,654 iShares National Muni Bond ETF shares in Q1 2024, an estimated $610K.
iShares National Muni Bond ETF made up 4.57% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #6 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 9 quarters since.
1,372 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.