First Interstate Bank’s iShares National Muni Bond ETF MUB Stock Holding History

First Interstate Bank’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	-3,404	Closed	-$349K	–	165
2023 Q3	$349K	Hold	3,404	–	–	0.03%	132
2023 Q2	$363K	Hold	3,404	–	–	0.03%	128
2023 Q1	$367K	Sell	3,404 -23,172	-87%	-$2.48M	0.03%	129
2022 Q4	$2.8M	Buy	26,576 +20,505	+338%	+$2.14M	0.21%	56
2022 Q3	$623K	Hold	6,071	–	–	0.05%	103
2022 Q2	$646K	Buy	+6,071	New	+$648K	0.05%	99

Other funds holding MUB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

First Interstate Bank's MUB Position: Q4 2023 in Review

First Interstate Bank sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 3,404 shares — an estimated $349K sold.

First Interstate Bank first reported a position in MUB in Q2 2022 and held it in 6 quarters. The position peaked at $2.8M in Q4 2022. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

First Interstate Bank reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
First Interstate Bank sold 3,404 iShares National Muni Bond ETF shares in Q4 2023, an estimated $349K.
First Interstate Bank first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 6 quarters.
First Interstate Bank's iShares National Muni Bond ETF position peaked at $2.8M in Q4 2022.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on First Interstate Bank's 13F filing for Q4 2023, filed 30 Jan 2024.