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Dopkins Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Dopkins Wealth Management’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
Q4 		– Sell
-1,836
Closed -$199K – 89
2024
Q3 		$199K Buy
+1,836
New +$198K 0.16% 64
2024
Q2 		– Sell
-1,890
Closed -$203K – 84
2024
Q1 		$203K Buy
+1,890
New +$204K 0.12% 79

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dopkins Wealth Management's MUB Position: Q4 2024 in Review

Dopkins Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 1,836 shares — an estimated $199K sold.

Dopkins Wealth Management first reported a position in MUB in Q1 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2024. 1,525 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Dopkins Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dopkins Wealth Management sold 1,836 iShares National Muni Bond ETF shares in Q4 2024, an estimated $199K.
  • Dopkins Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Dopkins Wealth Management's iShares National Muni Bond ETF position peaked at $203K in Q1 2024.
  • 1,525 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Dopkins Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.