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Cetera Advisor Networks’s iShares National Muni Bond ETF MUB Stock Holding History

Cetera Advisor Networks’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
Q1 		$73.9M Buy
686,905
+5,928
+0.9% +$640K 0.37% 53
2023
Q4 		$73.8M Sell
680,977
-18,790
-3% -$1.96M 0.41% 41
2023
Q3 		$71.8M Buy
699,767
+108,856
+18% +$11.5M 0.45% 34
2023
Q2 		$63.1M Buy
590,911
+10,502
+2% +$1.12M 0.44% 34
2023
Q1 		$62.5M Sell
580,409
-29,966
-5% -$3.2M 0.46% 34
2022
Q4 		$64.4M Buy
610,375
+259,999
+74% +$27.1M 0.52% 26
2022
Q3 		$35.9M Buy
350,376
+17,314
+5% +$1.84M 0.45% 35
2022
Q2 		$35.4M Buy
333,062
+170,996
+106% +$18.2M 0.45% 36
2022
Q1 		$17.8M Buy
162,066
+24,813
+18% +$2.8M 0.22% 92
2021
Q4 		$16M Buy
137,253
+7,323
+6% +$850K 0.2% 108
2021
Q3 		$15.1M Buy
129,930
+10,030
+8% +$1.18M 0.2% 109
2021
Q2 		$14.1M Buy
119,900
+61,065
+104% +$7.14M 0.2% 125
2021
Q1 		$6.83M Buy
58,835
+11,582
+25% +$1.35M 0.14% 161
2020
Q4 		$5.54M Buy
47,253
+2,517
+6% +$292K 0.13% 169
2020
Q3 		$5.19M Sell
44,736
-1,332
-3% -$155K 0.13% 158
2020
Q2 		$5.32M Buy
46,068
+626
+1% +$71.1K 0.14% 150
2020
Q1 		$5.14M Buy
45,442
+2,539
+6% +$290K 0.17% 134
2019
Q4 		$4.89M Buy
42,903
+4,765
+12% +$543K 0.13% 159
2019
Q3 		$4.35M Buy
38,138
+3,643
+11% +$416K 0.13% 158
2019
Q2 		$3.9M Buy
34,495
+6,586
+24% +$737K 0.12% 168
2019
Q1 		$3.1M Buy
27,909
+2,147
+8% +$235K 0.1% 185
2018
Q4 		$2.8M Sell
25,762
-3,374
-12% -$363K 0.11% 175
2018
Q3 		$3.14M Buy
29,136
+6,195
+27% +$673K 0.11% 169
2018
Q2 		$2.49M Buy
22,941
+1,850
+9% +$201K 0.12% 138
2018
Q1 		$2.29M Sell
21,091
-3,258
-13% -$355K 0.1% 178
2017
Q4 		$2.7M Buy
24,349
+14,649
+151% +$1.62M 0.11% 165
2017
Q3 		$1.08M Sell
9,700
-897
-8% -$99.5K 0.05% 316
2017
Q2 		$1.17M Sell
10,597
-78
-0.7% -$8.58K 0.06% 293
2017
Q1 		$1.16M Buy
10,675
+1,226
+13% +$133K 0.06% 290
2016
Q4 		$1.02M Sell
9,449
-2,012
-18% -$220K 0.05% 300
2016
Q3 		$1.29M Sell
11,461
-1,177
-9% -$133K 0.05% 318
2016
Q2 		$1.44M Buy
12,638
+3,703
+41% +$417K 0.08% 227
2016
Q1 		$998K Buy
8,935
+871
+11% +$96.9K 0.06% 283
2015
Q4 		$892K Buy
8,064
+1,024
+15% +$112K 0.06% 299
2015
Q3 		$771K Buy
7,040
+573
+9% +$62.4K 0.05% 316
2015
Q2 		$714K Hold
6,467
– – 0.05% 357
2015
Q1 		$714K Sell
6,467
-3,764
-37% -$416K 0.05% 358
2014
Q4 		$1.13M Buy
10,231
+6,450
+171% +$709K 0.08% 249
2014
Q3 		$415K Sell
3,781
-338
-8% -$36.9K 0.03% 502
2014
Q2 		$447K Sell
4,119
-281
-6% -$30.4K 0.03% 494
2014
Q1 		$471K Buy
4,400
+903
+26% +$95.9K 0.03% 456
2013
Q4 		$362K Sell
3,497
-1,583
-31% -$165K 0.03% 500
2013
Q3 		$530K Sell
5,080
-738
-13% -$76.2K 0.05% 341
2013
Q2 		$611K Buy
+5,818
New +$637K 0.06% 283

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Cetera Advisor Networks's MUB Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares National Muni Bond ETF (MUB) stake by 0.87% in Q1 2024, buying an estimated $640K and bringing the position to 686,905 shares worth $73.9M. The position accounts for 0.37% of the portfolio, ranked #53.

Cetera Advisor Networks first reported a position in MUB in Q2 2013 and has held it in 44 quarters since. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Cetera Advisor Networks held 686,905 shares of iShares National Muni Bond ETF worth $73.9M as of Q1 2024.
  • Cetera Advisor Networks bought 5,928 iShares National Muni Bond ETF shares in Q1 2024, an estimated $640K.
  • iShares National Muni Bond ETF made up 0.37% of Cetera Advisor Networks's portfolio in Q1 2024, its #53 holding.
  • Cetera Advisor Networks first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 44 quarters since.
  • 1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.