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

CSM 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
Q2 		– Sell
-229,500
Closed -$24.7M – 133
2024
Q1 		$24.7M Hold
229,500
– – 1.62% 18
2023
Q4 		$24.9M Buy
+229,500
New +$24M 1.79% 15

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 $424B AUM 22.94% 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

CSM Advisors's MUB Position: Q2 2024 in Review

CSM Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 229,500 shares — an estimated $24.7M sold.

CSM Advisors first reported a position in MUB in Q4 2023 and held it in 2 quarters. The position peaked at $24.9M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

  • CSM Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CSM Advisors sold 229,500 iShares National Muni Bond ETF shares in Q2 2024, an estimated $24.7M.
  • CSM Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 2 quarters.
  • CSM Advisors's iShares National Muni Bond ETF position peaked at $24.9M in Q4 2023.
  • 1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on CSM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.