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Cedar Brook Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-6,262
Closed -$674K – 269
2024
Q1 		$674K Sell
6,262
-355
-5% -$38.3K 0.13% 168
2023
Q4 		$718K Sell
6,617
-1,218
-16% -$127K 0.16% 145
2023
Q3 		$803K Sell
7,835
-1,947
-20% -$205K 0.21% 115
2023
Q2 		$1.04M Sell
9,782
-126
-1% -$13.5K 0.25% 95
2023
Q1 		$1.07M Buy
9,908
+393
+4% +$42K 0.27% 94
2022
Q4 		$1M Buy
9,515
+326
+4% +$34K 0.28% 98
2022
Q3 		$943K Buy
9,189
+1,860
+25% +$198K 0.3% 86
2022
Q2 		$780K Buy
7,329
+3,136
+75% +$335K 0.24% 102
2022
Q1 		$460K Sell
4,193
-298
-7% -$33.6K 0.12% 196
2021
Q4 		$522K Buy
4,491
+698
+18% +$81K 0.13% 178
2021
Q3 		$441K Sell
3,793
-801
-17% -$93.9K 0.13% 187
2021
Q2 		$538K Sell
4,594
-464
-9% -$54.2K 0.16% 168
2021
Q1 		$587K Buy
5,058
+57
+1% +$6.65K 0.2% 120
2020
Q4 		$586K Sell
5,001
-204
-4% -$23.7K 0.21% 121
2020
Q3 		$603K Buy
5,205
+114
+2% +$13.2K 0.24% 120
2020
Q2 		$588K Buy
5,091
+276
+6% +$31.3K 0.26% 118
2020
Q1 		$544K Sell
4,815
-106
-2% -$12.1K 0.3% 99
2019
Q4 		$561K Sell
4,921
-38
-0.8% -$4.33K 0.24% 124
2019
Q3 		$566K Buy
4,959
+129
+3% +$14.7K 0.25% 126
2019
Q2 		$546K Sell
4,830
-22
-0.5% -$2.46K 0.25% 125
2019
Q1 		$540K Buy
4,852
+523
+12% +$57.4K 0.26% 126
2018
Q4 		$472K Buy
+4,329
New +$466K 0.29% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cedar Brook Financial Partners's MUB Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 6,262 shares — an estimated $674K sold.

Cedar Brook Financial Partners first reported a position in MUB in Q4 2018 and held it in 22 quarters. The position peaked at $1.07M in Q1 2023. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,262 iShares National Muni Bond ETF shares in Q2 2024, an estimated $674K.
  • Cedar Brook Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares National Muni Bond ETF position peaked at $1.07M in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.