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

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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Cutler Group's MUB Position: Q1 2024 in Review

Cutler Group opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2024: 423 shares worth $45K. The stake represents 0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Cutler Group previously reported a position in MUB as recently as Q3 2022.

Cutler Group first reported a position in MUB in Q4 2015 and has held it in 12 quarters since. The position peaked at $5.35M in Q1 2017. 1,372 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Cutler Group held 423 shares of iShares National Muni Bond ETF worth $45K as of Q1 2024.
iShares National Muni Bond ETF was a new Cutler Group position in Q1 2024.
iShares National Muni Bond ETF made up 0.01% of Cutler Group's portfolio in Q1 2024, its #723 holding.
Cutler Group first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 12 quarters since.
Cutler Group's iShares National Muni Bond ETF position peaked at $5.35M in Q1 2017.
1,372 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.