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BTS Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

BTS Asset 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
Q4 		– Sell
-4,554
Closed -$495K – 47
2024
Q3 		$495K Buy
+4,554
New +$491K 0.47% 14
2024
Q2 		– Sell
-2,468
Closed -$266K – 33
2024
Q1 		$266K Buy
2,468
+351
+17% +$37.9K 0.22% 21
2023
Q4 		$230K Sell
2,117
-6,370
-75% -$666K 0.17% 23
2023
Q3 		$870K Sell
8,487
-241
-3% -$25.4K 0.56% 8
2023
Q2 		$931K Buy
8,728
+675
+8% +$72.1K 0.47% 13
2023
Q1 		$868K Buy
8,053
+444
+6% +$47.4K 0.5% 10
2022
Q4 		$839K Sell
7,609
-1,315
-15% -$137K 0.37% 13
2022
Q3 		$998K Buy
8,924
+4,309
+93% +$458K 3.14% 9
2022
Q2 		$491K Buy
4,615
+61
+1% +$6.51K 1.1% 28
2022
Q1 		$499K Hold
4,554
– – 0.15% 19
2021
Q4 		$530K Buy
4,554
+902
+25% +$105K 0.19% 16
2021
Q3 		$424K Sell
3,652
-887
-20% -$104K 0.09% 16
2021
Q2 		$531K Buy
+4,539
New +$530K 0.1% 16
2016
Q2 		– Sell
-305
Closed -$34K – 5
2016
Q1 		$34K Buy
+305
New +$33.9K 0.01% 5

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS Asset Management's MUB Position: Q4 2024 in Review

BTS Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 4,554 shares — an estimated $495K sold.

BTS Asset Management first reported a position in MUB in Q1 2016 and held it in 14 quarters. The position peaked at $998K in Q3 2022. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • BTS Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • BTS Asset Management sold 4,554 iShares National Muni Bond ETF shares in Q4 2024, an estimated $495K.
  • BTS Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 14 quarters.
  • BTS Asset Management's iShares National Muni Bond ETF position peaked at $998K in Q3 2022.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on BTS Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.