Fortis Group Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Fortis Group 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 Q4	–	Sell	-5,931	Closed	-$644K	–	516
2024 Q3	$644K	Buy	5,931 +2,272	+62%	+$245K	0.12%	111
2024 Q2	$390K	Buy	+3,659	New	+$390K	0.08%	131
2024 Q1	–	Sell	-2,622	Closed	-$282K	–	527
2023 Q4	$282K	Hold	2,622	–	–	0.07%	102
2023 Q3	$282K	Buy	2,622 +153	+6%	+$16.1K	0.09%	98
2023 Q2	$263K	Sell	2,469 -154	-6%	-$16.5K	0.07%	114
2023 Q1	$281K	Buy	+2,623	New	+$280K	0.08%	96
2020 Q3	$295K	Buy	+2,547	New	+$296K	0.06%	142

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortis Group Advisors's MUB Position: Q4 2024 in Review

Fortis Group Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 5,931 shares — an estimated $644K sold.

Fortis Group Advisors first reported a position in MUB in Q3 2020 and held it in 7 quarters. The position peaked at $644K in Q3 2024. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Fortis Group Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Fortis Group Advisors sold 5,931 iShares National Muni Bond ETF shares in Q4 2024, an estimated $644K.
Fortis Group Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 7 quarters.
Fortis Group Advisors's iShares National Muni Bond ETF position peaked at $644K in Q3 2024.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Fortis Group Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.