Eldridge Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Eldridge Investment Advisors’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 Q3	–	Sell	-1,950	Closed	-$208K	–	148
2023 Q2	$208K	Buy	+1,950	New	+$208K	0.07%	136
2022 Q3	–	Sell	-1,925	Closed	-$205K	–	136
2022 Q2	$205K	Hold	1,925	–	–	0.08%	124
2022 Q1	$211K	Hold	1,925	–	–	0.07%	119
2021 Q4	$224K	Hold	1,925	–	–	0.07%	117
2021 Q3	$224K	Hold	1,925	–	–	0.08%	115
2021 Q2	$225K	Hold	1,925	–	–	0.08%	108
2021 Q1	$223K	Hold	1,925	–	–	0.09%	105
2020 Q4	$226K	Hold	1,925	–	–	0.09%	101
2020 Q3	$223K	Hold	1,925	–	–	0.1%	96
2020 Q2	$222K	Hold	1,925	–	–	0.11%	94
2020 Q1	$217K	Hold	1,925	–	–	0.12%	81
2019 Q4	$219K	Buy	+1,925	New	+$219K	0.11%	91
2019 Q2	–	Sell	-2,250	Closed	-$250K	–	88
2019 Q1	$250K	Hold	2,250	–	–	0.13%	71
2018 Q4	$245K	Hold	2,250	–	–	0.15%	70
2018 Q3	$242K	Hold	2,250	–	–	0.15%	61
2018 Q2	$244K	Buy	+2,250	New	+$244K	0.17%	54

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSIA

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

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

Eldridge Investment Advisors's MUB Position: Q3 2023 in Review

Eldridge Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 1,950 shares — an estimated $208K sold.

Eldridge Investment Advisors first reported a position in MUB in Q2 2018 and held it in 16 quarters. The position peaked at $250K in Q1 2019. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Eldridge Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Eldridge Investment Advisors sold 1,950 iShares National Muni Bond ETF shares in Q3 2023, an estimated $208K.
Eldridge Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2018 and held it in 16 quarters.
Eldridge Investment Advisors's iShares National Muni Bond ETF position peaked at $250K in Q1 2019.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Eldridge Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.