Conservest Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Conservest Capital Advisors’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	-3,010	Closed	-$324K	–	116
2024 Q3	$324K	Hold	3,010	–	–	0.03%	82
2024 Q2	$324K	Hold	3,010	–	–	0.03%	81
2024 Q1	$324K	Sell	3,010 -69,847	-96%	-$7.54M	0.03%	82
2023 Q4	$7.9M	Buy	72,857 +69,847	+2,320%	+$7.3M	0.84%	19
2023 Q3	$309K	Hold	3,010	–	–	0.04%	78
2023 Q2	$321K	Hold	3,010	–	–	0.04%	78
2023 Q1	$324K	Buy	+3,010	New	+$322K	0.04%	72
2022 Q1	–	Sell	-7,062	Closed	-$821K	–	94
2021 Q4	$821K	Buy	+7,062	New	+$820K	0.09%	51

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Conservest Capital Advisors's MUB Position: Q4 2024 in Review

Conservest Capital Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 3,010 shares — an estimated $324K sold.

Conservest Capital Advisors first reported a position in MUB in Q4 2021 and held it in 8 quarters. The position peaked at $7.9M in Q4 2023. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Conservest Capital Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Conservest Capital Advisors sold 3,010 iShares National Muni Bond ETF shares in Q4 2024, an estimated $324K.
Conservest Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 8 quarters.
Conservest Capital Advisors's iShares National Muni Bond ETF position peaked at $7.9M in Q4 2023.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Conservest Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.