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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
Shares
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
$1.37T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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