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CG
Cutler Group’s
iShares National Muni Bond ETF
MUB
Stock Holding History
Cutler Group’s Portfolio
MUB Stock Details
MUB Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
$45K
Buy
+423
New
+$45.6K
0.01%
723
2022
Q4
–
Sell
-300
Closed
-$31.3K
–
4917
2022
Q3
$30K
Buy
+300
New
+$31.9K
﹤0.01%
2307
2022
Q2
–
Sell
-100
Closed
-$10.7K
–
5423
2022
Q1
$10K
Sell
100
-700
-88%
-$79K
﹤0.01%
3617
2021
Q4
$93K
Buy
+800
New
+$92.9K
﹤0.01%
1909
2021
Q3
–
Sell
-700
Closed
-$82K
–
6128
2021
Q2
$82K
Buy
+700
New
+$81.8K
﹤0.01%
2045
2020
Q3
–
Sell
-3,700
Closed
-$430K
–
5051
2020
Q2
$426K
Buy
3,700
+3,600
+3,600%
+$409K
0.03%
548
2020
Q1
$11K
Buy
+100
New
+$11.4K
﹤0.01%
2663
2017
Q2
–
Sell
-49,134
Closed
-$5.4M
–
6810
2017
Q1
$5.35M
Buy
+49,134
New
+$5.33M
0.22%
78
2016
Q4
–
Sell
-23
Closed
-$2.52K
–
7033
2016
Q3
$2K
Sell
23
-12,513
-100%
-$1.42M
﹤0.01%
5744
2016
Q2
$1.43M
Buy
12,536
+12,136
+3,034%
+$1.37M
0.07%
203
2016
Q1
$44K
Sell
400
-25,809
-98%
-$2.87M
﹤0.01%
2461
2015
Q4
$2.9M
Buy
+26,209
New
+$2.88M
0.16%
100
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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