EisnerAmper Wealth Management Corporate Benefits’s iShares National Muni Bond ETF MUB Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023 Q4	$2.62M	Sell	24,145 -1,685	-7%	-$176K	0.96%	28
2023 Q3	$2.65M	Sell	25,830 -464	-2%	-$48.9K	1.18%	31
2023 Q2	$2.81M	Buy	26,294 +1,739	+7%	+$186K	1.34%	25
2023 Q1	$2.65M	Buy	24,555 +791	+3%	+$84.5K	1.28%	26
2022 Q4	$2.51M	Sell	23,764 -4,709	-17%	-$491K	1.28%	23
2022 Q3	$2.92M	Buy	28,473 +370	+1%	+$39.3K	1.66%	18
2022 Q2	$2.99M	Buy	28,103 +1,188	+4%	+$127K	1.59%	18
2022 Q1	$2.95M	Sell	26,915 -402	-1%	-$45.4K	1.42%	24
2021 Q4	$3.18M	Buy	27,317 +845	+3%	+$98.1K	1.44%	23
2021 Q3	$3.08M	Buy	26,472 +2,858	+12%	+$335K	1.55%	22
2021 Q2	$2.77M	Buy	23,614 +778	+3%	+$90.9K	1.4%	22
2021 Q1	$2.65M	Buy	22,836 +575	+3%	+$67.1K	1.43%	21
2020 Q4	$2.61M	Buy	22,261 +821	+4%	+$95.4K	1.49%	23
2020 Q3	$2.49M	Buy	21,440 +3,908	+22%	+$454K	1.63%	20
2020 Q2	$2.02M	Buy	+17,532	New	+$1.99M	1.38%	21

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's MUB Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its iShares National Muni Bond ETF (MUB) stake by 6.5% in Q4 2023, selling an estimated $176K and leaving 24,145 shares worth $2.62M. The position accounts for 0.96% of the portfolio, ranked #28.

EisnerAmper Wealth Management Corporate Benefits first reported a position in MUB in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.18M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 24,145 shares of iShares National Muni Bond ETF worth $2.62M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 1,685 iShares National Muni Bond ETF shares in Q4 2023, an estimated $176K.
iShares National Muni Bond ETF made up 0.96% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #28 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 15 quarters since.
EisnerAmper Wealth Management Corporate Benefits's iShares National Muni Bond ETF position peaked at $3.18M in Q4 2021.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.