Carmichael Hill & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Carmichael Hill & Associates’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	$31.5K	Sell	290 -49	-14%	-$5.28K	0.01%	439
2024 Q2	$36.1K	Hold	339	–	–	0.01%	390
2024 Q1	$36.5K	Hold	339	–	–	0.01%	395
2023 Q4	$36.8K	Hold	339	–	–	0.02%	396
2023 Q3	$34.8K	Hold	339	–	–	0.02%	388
2023 Q2	$36.2K	Hold	339	–	–	0.02%	387
2023 Q1	$36.5K	Hold	339	–	–	0.02%	376
2022 Q4	$35.8K	Sell	339 -1,064	-76%	-$111K	0.02%	392
2022 Q3	$144K	Sell	1,403 -443	-24%	-$47.1K	0.08%	189
2022 Q2	$196K	Sell	1,846 -1,571	-46%	-$168K	0.1%	158
2022 Q1	$375K	Buy	3,417 +1,824	+115%	+$206K	0.17%	112
2021 Q4	$185K	Buy	1,593 +440	+38%	+$51.1K	0.08%	192
2021 Q3	$134K	Buy	1,153 +338	+41%	+$39.6K	0.07%	213
2021 Q2	$96K	Buy	815 +158	+24%	+$18.5K	0.05%	249
2021 Q1	$76K	Buy	657 +21	+3%	+$2.45K	0.04%	269
2020 Q4	$75K	Buy	636 +226	+55%	+$26.3K	0.04%	265
2020 Q3	$48K	Hold	410	–	–	0.03%	300
2020 Q2	$47K	Hold	410	–	–	0.03%	284
2020 Q1	$46K	Hold	410	–	–	0.04%	266
2019 Q4	$47K	Buy	+410	New	+$46.7K	0.03%	290

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

Carmichael Hill & Associates's MUB Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2024, selling an estimated $5.28K and leaving 290 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #439.

Carmichael Hill & Associates first reported a position in MUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $375K in Q1 2022. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Carmichael Hill & Associates held 290 shares of iShares National Muni Bond ETF worth $31.5K as of Q3 2024.
Carmichael Hill & Associates sold 49 iShares National Muni Bond ETF shares in Q3 2024, an estimated $5.28K.
iShares National Muni Bond ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #439 holding.
Carmichael Hill & Associates first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's iShares National Muni Bond ETF position peaked at $375K in Q1 2022.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.