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Estate Counselors’s iShares National Muni Bond ETF MUB Stock Holding History

Estate Counselors’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 		– Sell
-39,030
Closed -$4M – 131
2023
Q3 		$4M Sell
39,030
-24,930
-39% -$2.63M 0.53% 37
2023
Q2 		$6.83M Buy
63,960
+53,300
+500% +$5.7M 0.86% 29
2023
Q1 		$1.15M Sell
10,660
-39,520
-79% -$4.22M 0.15% 95
2022
Q4 		$5.29M Sell
50,180
-117,940
-70% -$12.3M 0.74% 42
2022
Q3 		$17.2M Sell
168,120
-9,030
-5% -$960K 2.67% 12
2022
Q2 		$18.8M Buy
177,150
+122,375
+223% +$13.1M 2.8% 8
2022
Q1 		$6M Sell
54,775
-885
-2% -$99.9K 0.78% 41
2021
Q4 		$6.47M Buy
55,660
+5,980
+12% +$694K 0.79% 38
2021
Q3 		$5.77M Sell
49,680
-8,080
-14% -$947K 0.72% 39
2021
Q2 		$6.77M Sell
57,760
-67,380
-54% -$7.87M 0.89% 36
2021
Q1 		$14.5M Buy
125,140
+1,950
+2% +$227K 2.13% 11
2020
Q4 		$14.4M Buy
123,190
+4,280
+4% +$497K 2.17% 10
2020
Q3 		$13.8M Sell
118,910
-22,980
-16% -$2.67M 2.14% 11
2020
Q2 		$16.4M Buy
141,890
+20,740
+17% +$2.35M 2.62% 9
2020
Q1 		$13.7M Sell
121,150
-22,400
-16% -$2.56M 2.25% 10
2019
Q4 		$16.4M Sell
143,550
-76,170
-35% -$8.68M 2.4% 11
2019
Q3 		$25.1M Sell
219,720
-11,545
-5% -$1.32M 3.85% 3
2019
Q2 		$26.2M Sell
231,265
-11,865
-5% -$1.33M 4.09% 3
2019
Q1 		$27M Buy
243,130
+57,815
+31% +$6.34M 4.63% 3
2018
Q4 		$20.2M Buy
185,315
+35,265
+24% +$3.79M 4.08% 4
2018
Q3 		$16.2M Buy
150,050
+335
+0.2% +$36.4K 2.93% 8
2018
Q2 		$16.3M Buy
149,715
+17,010
+13% +$1.85M 3.09% 8
2018
Q1 		$14.5M Buy
132,705
+48,110
+57% +$5.25M 2.68% 13
2017
Q4 		$9.37M Sell
84,595
-22,811
-21% -$2.52M 1.87% 23
2017
Q3 		$11.9M Buy
107,406
+9,371
+10% +$1.04M 2.37% 15
2017
Q2 		$10.8M Buy
98,035
+57,960
+145% +$6.37M 2.45% 14
2017
Q1 		$4.37M Sell
40,075
-51,670
-56% -$5.6M 1.13% 30
2016
Q4 		$9.93M Buy
91,745
+36,620
+66% +$4.01M 2.74% 11
2016
Q3 		$6.21M Buy
55,125
+2,160
+4% +$245K 2.41% 16
2016
Q2 		$6.03M Buy
52,965
+680
+1% +$76.5K 2.4% 15
2016
Q1 		$5.84M Sell
52,285
-82,460
-61% -$9.18M 2.57% 13
2015
Q4 		$14.9M Buy
134,745
+12,350
+10% +$1.36M 6.09% 2
2015
Q3 		$13.4M Sell
122,395
-4,560
-4% -$496K 5.39% 3
2015
Q2 		$13.7M Sell
126,955
-115
-0.1% -$12.5K 4.77% 8
2015
Q1 		$14.1M Buy
127,070
+12,550
+11% +$1.39M 5% 6
2014
Q4 		$12.6M Buy
114,520
+9,530
+9% +$1.05M 4.47% 8
2014
Q3 		$11.5M Buy
104,990
+290
+0.3% +$31.6K 4.44% 9
2014
Q2 		$11.4M Sell
104,700
-300
-0.3% -$32.4K 4.35% 9
2014
Q1 		$11.2M Buy
105,000
+4,210
+4% +$447K 4.51% 9
2013
Q4 		$10.5M Buy
100,790
+7,460
+8% +$778K 4.64% 8
2013
Q3 		$9.75M Sell
93,330
-3,950
-4% -$408K 4.51% 8
2013
Q2 		$10.3M Buy
+97,280
New +$10.6M 5.21% 5

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
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

Estate Counselors's MUB Position: Q4 2023 in Review

Estate Counselors sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 39,030 shares — an estimated $4M sold.

Estate Counselors first reported a position in MUB in Q2 2013 and held it in 42 quarters. The position peaked at $27M in Q1 2019. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Estate Counselors reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Estate Counselors sold 39,030 iShares National Muni Bond ETF shares in Q4 2023, an estimated $4M.
  • Estate Counselors first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 42 quarters.
  • Estate Counselors's iShares National Muni Bond ETF position peaked at $27M in Q1 2019.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.