FS
MUB icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return