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Ferguson Shapiro’s iShares National Muni Bond ETF MUB Stock Holding History

Ferguson Shapiro’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
-5,135
Closed -$527K – 39
2023
Q3 		$527K Buy
5,135
+42
+0.8% +$4.43K 0.29% 16
2023
Q2 		$544K Sell
5,093
-13,801
-73% -$1.48M 0.36% 17
2023
Q1 		$2.04M Buy
18,894
+125
+0.7% +$13.4K 1.75% 8
2022
Q4 		$1.98M Buy
18,769
+826
+5% +$86.1K 1.42% 15
2022
Q3 		$1.84M Buy
17,943
+6,299
+54% +$670K 1.11% 18
2022
Q2 		$1.24M Buy
11,644
+2,363
+25% +$252K 0.77% 18
2022
Q1 		$1.02M Buy
+9,281
New +$1.05M 0.5% 19

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ferguson Shapiro's MUB Position: Q4 2023 in Review

Ferguson Shapiro sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 5,135 shares — an estimated $527K sold.

Ferguson Shapiro first reported a position in MUB in Q1 2022 and held it in 7 quarters. The position peaked at $2.04M in Q1 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Ferguson Shapiro reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ferguson Shapiro sold 5,135 iShares National Muni Bond ETF shares in Q4 2023, an estimated $527K.
  • Ferguson Shapiro first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 7 quarters.
  • Ferguson Shapiro's iShares National Muni Bond ETF position peaked at $2.04M in Q1 2023.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Ferguson Shapiro's 13F filing for Q4 2023, filed 16 Jan 2024.