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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 		– Sell
-3,100
Closed -$4K – 3121
2023
Q4 		$4K Buy
+3,100
New +$324K ﹤0.01% 2851
2023
Q1 		– Sell
-9,800
Closed -$5K – 4371
2022
Q4 		$5K Buy
+9,800
New +$1.02M ﹤0.01% 3192
2022
Q3 		– Sell
-4,800
Closed -$3K – 5292
2022
Q2 		$3K Buy
+4,800
New +$512K ﹤0.01% 4073
2017
Q2 		– Sell
-6,300
Closed -$6K – 6809
2017
Q1 		$6K Buy
+6,300
New +$683K ﹤0.01% 4565
2016
Q4 		– Sell
-10,200
Closed -$9K – 7032
2016
Q3 		$9K Sell
10,200
-31,200
-75% -$3.54M ﹤0.01% 4330
2016
Q2 		$48K Buy
+41,400
New +$4.66M ﹤0.01% 2394

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return