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FineMark National Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-6,256
Closed -$667K – 433
2024
Q2 		$667K Buy
+6,256
New +$666K 0.02% 238
2023
Q1 		– Sell
-2,170
Closed -$229K – 431
2022
Q4 		$229K Buy
+2,170
New +$226K 0.01% 358
2022
Q3 		– Sell
-3,204
Closed -$341K – 402
2022
Q2 		$341K Sell
3,204
-208
-6% -$22.2K 0.02% 318
2022
Q1 		$374K Hold
3,412
– – 0.01% 324
2021
Q4 		$397K Sell
3,412
-1,053
-24% -$122K 0.02% 334
2021
Q3 		$519K Sell
4,465
-205
-4% -$24K 0.02% 281
2021
Q2 		$547K Buy
4,670
+205
+5% +$24K 0.02% 280
2021
Q1 		$518K Buy
4,465
+1,112
+33% +$130K 0.02% 280
2020
Q4 		$393K Sell
3,353
-570
-15% -$66.2K 0.02% 297
2020
Q3 		$455K Buy
3,923
+640
+19% +$74.4K 0.02% 251
2020
Q2 		$379K Hold
3,283
– – 0.02% 262
2020
Q1 		$371K Hold
3,283
– – 0.02% 253
2019
Q4 		$374K Buy
3,283
+644
+24% +$73.4K 0.02% 279
2019
Q3 		$301K Buy
+2,639
New +$301K 0.02% 297
2016
Q2 		– Sell
-850
Closed -$95K – 1410
2016
Q1 		$95K Buy
+850
New +$94.6K 0.01% 440
2015
Q3 		– Sell
-1,991
Closed -$215K – 1563
2015
Q2 		$215K Buy
+1,991
New +$217K 0.03% 329
2015
Q1 		– Sell
-500
Closed -$55K – 1431
2014
Q4 		$55K Sell
500
-900
-64% -$98.9K 0.01% 636
2014
Q3 		$154K Buy
1,400
+900
+180% +$98.1K 0.02% 382
2014
Q2 		$54K Hold
500
– – 0.01% 608
2014
Q1 		$54K Buy
+500
New +$53.1K 0.01% 588
2013
Q3 		– Sell
-517
Closed -$54K – 1584
2013
Q2 		$54K Buy
+517
New +$56.6K 0.02% 548

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FineMark National Bank & Trust's MUB Position: Q3 2024 in Review

FineMark National Bank & Trust sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 6,256 shares — an estimated $667K sold.

FineMark National Bank & Trust first reported a position in MUB in Q2 2013 and held it in 21 quarters. The position peaked at $667K in Q2 2024. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • FineMark National Bank & Trust reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 6,256 iShares National Muni Bond ETF shares in Q3 2024, an estimated $667K.
  • FineMark National Bank & Trust first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 21 quarters.
  • FineMark National Bank & Trust's iShares National Muni Bond ETF position peaked at $667K in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on FineMark National Bank & Trust's 13F filing for Q3 2024, filed 13 Nov 2024.