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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
$1K
Sell
700
-6,300
-90%
-$680K
﹤0.01%
2061
2023
Q4
$6K
Buy
+7,000
New
+$732K
﹤0.01%
2664
2023
Q2
–
Sell
-2,000
Closed
-$1K
–
3960
2023
Q1
$1K
Buy
+2,000
New
+$214K
﹤0.01%
3488
2022
Q4
–
Sell
-1,000
Closed
-$4K
–
4918
2022
Q3
$4K
Sell
1,000
-1,300
-57%
-$138K
﹤0.01%
3813
2022
Q2
$14K
Buy
2,300
+200
+10%
+$21.3K
﹤0.01%
2957
2022
Q1
$10K
Buy
+2,100
New
+$237K
﹤0.01%
3618
2021
Q1
–
Sell
-800
Closed
-$1K
–
6061
2020
Q4
$1K
Buy
800
+700
+700%
+$81.3K
﹤0.01%
4484
2020
Q3
$2K
Sell
100
-8,300
-99%
-$964K
﹤0.01%
4078
2020
Q2
$2K
Buy
+8,400
New
+$954K
﹤0.01%
3794
2017
Q4
–
Sell
-13,600
Closed
-$45K
–
5538
2017
Q3
$45K
Sell
13,600
-3,200
-19%
-$355K
﹤0.01%
2333
2017
Q2
$67K
Buy
16,800
+9,500
+130%
+$1.04M
﹤0.01%
2192
2017
Q1
$14K
Sell
7,300
-10,600
-59%
-$1.15M
﹤0.01%
3722
2016
Q4
$7K
Buy
17,900
+16,800
+1,527%
+$1.84M
﹤0.01%
4607
2016
Q3
$2K
Buy
+1,100
New
+$125K
﹤0.01%
5745
2016
Q1
–
Sell
-10,300
Closed
-$59K
–
6930
2015
Q4
$59K
Buy
+10,300
New
+$1.13M
﹤0.01%
2287
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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