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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 		$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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
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.