Brophy Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Brophy Wealth Management’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 Q3	$1.15M	Buy	+10,588	New	+$1.14M	0.41%	54

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brophy Wealth Management's MUB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2024: 10,588 shares worth $1.15M. The stake represents 0.41% of the portfolio and ranks #54 among its holdings.

1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Brophy Wealth Management held 10,588 shares of iShares National Muni Bond ETF worth $1.15M as of Q3 2024.
iShares National Muni Bond ETF was a new Brophy Wealth Management position in Q3 2024.
iShares National Muni Bond ETF made up 0.41% of Brophy Wealth Management's portfolio in Q3 2024, its #54 holding.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.