Eudaimonia Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Eudaimonia Partners’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 Q1	$323K	Buy	+3,000	New	+$324K	0.08%	188
2021 Q2	–	Sell	-211	Closed	-$24K	–	994
2021 Q1	$24K	Hold	211	–	–	0.01%	891
2020 Q4	$25K	Sell	211 -67	-24%	-$7.78K	0.01%	801
2020 Q3	$32K	Sell	278 -73	-21%	-$8.48K	0.01%	667
2020 Q2	$41K	Buy	351 +17	+5%	+$1.93K	0.02%	548
2020 Q1	$38K	Sell	334 -139	-29%	-$15.9K	0.02%	526
2019 Q4	$54K	Buy	+473	New	+$53.9K	0.02%	474

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

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

Eudaimonia Partners's MUB Position: Q1 2024 in Review

Eudaimonia Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2024: 3,000 shares worth $323K. The stake represents 0.08% of the portfolio and ranks #188 among its holdings. This is a return to the name: Eudaimonia Partners previously reported a position in MUB as recently as Q1 2021.

Eudaimonia Partners first reported a position in MUB in Q4 2019 and has held it in 7 quarters since. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Eudaimonia Partners held 3,000 shares of iShares National Muni Bond ETF worth $323K as of Q1 2024.
iShares National Muni Bond ETF was a new Eudaimonia Partners position in Q1 2024.
iShares National Muni Bond ETF made up 0.08% of Eudaimonia Partners's portfolio in Q1 2024, its #188 holding.
Eudaimonia Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 7 quarters since.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.