FinTrust Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

FinTrust Capital Advisors’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	$126K	Buy	1,164 +912	+362%	+$98.3K	0.02%	383
2024 Q2	$26.9K	Hold	252	–	–	﹤0.01%	699
2024 Q1	$27.2K	Buy	252 +30	+14%	+$3.24K	0.01%	679
2023 Q4	$24.1K	Sell	222 -5,223	-96%	-$546K	﹤0.01%	660
2023 Q3	$558K	Buy	5,445 +556	+11%	+$58.6K	0.12%	153
2023 Q2	$516K	Hold	4,889	–	–	0.12%	163
2023 Q1	$516K	Hold	4,889	–	–	0.13%	158
2022 Q4	$516K	Hold	4,889	–	–	0.12%	160
2022 Q3	$506K	Buy	4,889 +4,861	+17,361%	+$517K	0.13%	160
2022 Q2	$3K	Buy	+28	New	+$2.99K	﹤0.01%	1104
2021 Q3	–	Sell	-114	Closed	-$13K	–	1190
2021 Q2	$13K	Sell	114 -165	-59%	-$19.3K	﹤0.01%	863
2021 Q1	$32K	Buy	279 +114	+69%	+$13.3K	0.01%	604
2020 Q4	$19K	Hold	165	–	–	0.01%	691
2020 Q3	$19	Hold	165	–	–	﹤0.01%	661
2020 Q2	$19K	Sell	165 -100	-38%	-$11.4K	0.01%	633
2020 Q1	$30K	Sell	265 -201	-43%	-$22.9K	0.01%	540
2019 Q4	$53K	Sell	466 -3,624	-89%	-$413K	0.02%	431
2019 Q3	$467K	Sell	4,090 -91	-2%	-$10.4K	0.16%	126
2019 Q2	$473K	Sell	4,181 -128	-3%	-$14.3K	0.19%	112
2019 Q1	$479K	Buy	+4,309	New	+$473K	0.2%	109

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

FinTrust Capital Advisors's MUB Position: Q3 2024 in Review

FinTrust Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 362% in Q3 2024, buying an estimated $98.3K and bringing the position to 1,164 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #383.

FinTrust Capital Advisors first reported a position in MUB in Q1 2019 and has held it in 20 quarters since. The position peaked at $558K in Q3 2023. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

FinTrust Capital Advisors held 1,164 shares of iShares National Muni Bond ETF worth $126K as of Q3 2024.
FinTrust Capital Advisors bought 912 iShares National Muni Bond ETF shares in Q3 2024, an estimated $98.3K.
iShares National Muni Bond ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #383 holding.
FinTrust Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 20 quarters since.
FinTrust Capital Advisors's iShares National Muni Bond ETF position peaked at $558K in Q3 2023.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.