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

Center For 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
2023 Q4	–	Sell	-3,103	Closed	-$318K	–	107
2023 Q3	$318K	Sell	3,103 -269	-8%	-$28.4K	0.32%	80
2023 Q2	$360K	Sell	3,372 -857	-20%	-$91.6K	0.34%	71
2023 Q1	$456K	Sell	4,229 -65	-2%	-$6.95K	0.45%	58
2022 Q4	$453K	Buy	+4,294	New	+$448K	0.42%	61
2022 Q2	–	Sell	-1,951	Closed	-$214K	–	135
2022 Q1	$214K	Sell	1,951 -1,305	-40%	-$147K	0.17%	118
2021 Q4	$379K	Buy	3,256 +921	+39%	+$107K	0.28%	68
2021 Q3	$271K	Buy	2,335 +54	+2%	+$6.33K	0.23%	74
2021 Q2	$267K	Sell	2,281 -303	-12%	-$35.4K	0.23%	76
2021 Q1	$300K	Buy	2,584 +275	+12%	+$32.1K	0.29%	62
2020 Q4	$271K	Buy	+2,309	New	+$268K	0.27%	61

Other funds holding MUB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

CSIA

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

Center For Asset Management's MUB Position: Q4 2023 in Review

Center For Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 3,103 shares — an estimated $318K sold.

Center For Asset Management first reported a position in MUB in Q4 2020 and held it in 10 quarters. The position peaked at $456K in Q1 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Center For Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Center For Asset Management sold 3,103 iShares National Muni Bond ETF shares in Q4 2023, an estimated $318K.
Center For Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 10 quarters.
Center For Asset Management's iShares National Muni Bond ETF position peaked at $456K in Q1 2023.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Center For Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.