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

FDx 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
2024 Q1	–	Sell	-4,019	Closed	-$436K	–	542
2023 Q4	$436K	Buy	+4,019	New	+$420K	0.03%	419
2018 Q1	–	Sell	-2,912	Closed	-$322K	–	1229
2017 Q4	$322K	Sell	2,912 -2,861	-50%	-$317K	0.01%	1001
2017 Q3	$640K	Buy	5,773 +7	+0.1%	+$777	0.02%	689
2017 Q2	$635K	Sell	5,766 -509	-8%	-$56K	0.02%	682
2017 Q1	$684K	Sell	6,275 -2,713	-30%	-$294K	0.02%	658
2016 Q4	$972K	Buy	8,988 +2,600	+41%	+$285K	0.03%	538
2016 Q3	$720K	Buy	6,388 +3,130	+96%	+$355K	0.03%	494
2016 Q2	$371K	Sell	3,258 -2,278	-41%	-$256K	0.02%	688
2016 Q1	$618K	Buy	5,536 +3,452	+166%	+$384K	0.03%	521
2015 Q4	$231K	Buy	+2,084	New	+$229K	0.01%	787

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

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

FDx Advisors's MUB Position: Q1 2024 in Review

FDx Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 4,019 shares — an estimated $436K sold.

FDx Advisors first reported a position in MUB in Q4 2015 and held it in 10 quarters. The position peaked at $972K in Q4 2016. 1,372 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

FDx Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 4,019 iShares National Muni Bond ETF shares in Q1 2024, an estimated $436K.
FDx Advisors first reported a position in iShares National Muni Bond ETF in Q4 2015 and held it in 10 quarters.
FDx Advisors's iShares National Muni Bond ETF position peaked at $972K in Q4 2016.
1,372 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.