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
2024 Q1	–	Sell	-12	Closed	-$239K	–	2022
2023 Q4	$239K	Hold	12	–	–	﹤0.01%	491
2023 Q3	$239K	Buy	+12	New	+$1.27K	﹤0.01%	467

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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. This is a return to the name: Financial Gravity Asset Management previously reported a position in MUB as recently as Q4 2023.

Financial Gravity Asset Management first reported a position in MUB in Q3 2023 and has held it in 3 quarters since. The position peaked at $239K in Q4 2023. 1,345 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.
Financial Gravity Asset Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 3 quarters since.
Financial Gravity Asset Management's iShares National Muni Bond ETF position peaked at $239K in Q4 2023.
1,345 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.