Family Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Family Asset 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 Q3	$52.8K	Sell	486 -121	-20%	-$13K	0.03%	136
2024 Q2	$64.7K	Buy	607 +576	+1,858%	+$61.3K	0.04%	131
2024 Q1	$3.34K	Hold	31	–	–	﹤0.01%	171
2023 Q4	$3.36K	Sell	31 -1,551	-98%	-$162K	﹤0.01%	172
2023 Q3	$162K	Sell	1,582 -2,062	-57%	-$217K	0.12%	101
2023 Q2	$389K	Buy	3,644 +146	+4%	+$15.6K	0.26%	71
2023 Q1	$377K	Buy	3,498 +1,089	+45%	+$116K	0.28%	69
2022 Q4	$254K	Buy	+2,409	New	+$251K	0.21%	81

Other funds holding MUB

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Family Asset Management's MUB Position: Q3 2024 in Review

Family Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q3 2024, selling an estimated $13K and leaving 486 shares worth $52.8K. The position accounts for 0.03% of the portfolio, ranked #136.

Family Asset Management first reported a position in MUB in Q4 2022 and has held it in 8 quarters since. The position peaked at $389K in Q2 2023. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Family Asset Management held 486 shares of iShares National Muni Bond ETF worth $52.8K as of Q3 2024.
Family Asset Management sold 121 iShares National Muni Bond ETF shares in Q3 2024, an estimated $13K.
iShares National Muni Bond ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #136 holding.
Family Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares National Muni Bond ETF position peaked at $389K in Q2 2023.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.