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

Financial Gravity 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 Q2	$3.2K	Buy	+30	New	+$3.19K	﹤0.01%	678

Other funds holding MUB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's MUB Position: Q2 2024 in Review

Financial Gravity Asset Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2024: 30 shares worth $3.2K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings.

1,347 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Financial Gravity Asset Management held 30 shares of iShares National Muni Bond ETF worth $3.2K as of Q2 2024.
iShares National Muni Bond ETF was a new Financial Gravity Asset Management position in Q2 2024.
iShares National Muni Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #678 holding.
1,347 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.