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Dmitry Balyasny’s iShares National Muni Bond ETF MUB Stock Holding History

Dmitry Balyasny’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
2020
Q4 		– Sell
-150,000
Closed -$17.4M – 1572
2020
Q3 		$17.4M Sell
150,000
-50,000
-25% -$5.81M 0.13% 229
2020
Q2 		$23.1M Buy
200,000
+100,800
+102% +$11.4M 0.2% 139
2020
Q1 		$11.2M Buy
+99,200
New +$11.3M 0.13% 210

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dmitry Balyasny's MUB Position: Q4 2024 in Review

Dmitry Balyasny sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 181,436 shares — an estimated $19.7M sold.

Dmitry Balyasny first reported a position in MUB in Q1 2023 and held it in 6 quarters. The position peaked at $19.7M in Q3 2024. 1,524 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Dmitry Balyasny reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dmitry Balyasny sold 181,436 iShares National Muni Bond ETF shares in Q4 2024, an estimated $19.7M.
  • Dmitry Balyasny first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 6 quarters.
  • Dmitry Balyasny's iShares National Muni Bond ETF position peaked at $19.7M in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.