Coulter & Justus Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Coulter & Justus Financial Services’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	$873K	Buy	+8,118	New	+$876K	0.19%	48

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Coulter & Justus Financial Services's MUB Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2024: 8,118 shares worth $873K. The stake represents 0.19% of the portfolio and ranks #48 among its holdings.

1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Coulter & Justus Financial Services held 8,118 shares of iShares National Muni Bond ETF worth $873K as of Q1 2024.
iShares National Muni Bond ETF was a new Coulter & Justus Financial Services position in Q1 2024.
iShares National Muni Bond ETF made up 0.19% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #48 holding.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.