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Foster Victor Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Foster Victor Wealth 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
Q1 		– Sell
-1,992
Closed -$216K – 176
2023
Q4 		$216K Sell
1,992
-30
-1% -$3.13K 0.02% 155
2023
Q3 		$205K Sell
2,022
-43
-2% -$4.54K 0.02% 151
2023
Q2 		$219K Sell
2,065
-1,394
-40% -$149K 0.02% 147
2023
Q1 		$373K Buy
3,459
+5
+0.1% +$534 0.05% 117
2022
Q4 		$368K Sell
3,454
-103,171
-97% -$10.8M 0.05% 112
2022
Q3 		$11M Buy
106,625
+3,525
+3% +$375K 1.61% 20
2022
Q2 		$11M Buy
103,100
+3,517
+4% +$375K 1.64% 20
2022
Q1 		$10.9M Buy
99,583
+8,577
+9% +$968K 1.49% 24
2021
Q4 		$10.5M Buy
91,006
+8,386
+10% +$974K 1.43% 21
2021
Q3 		$9.6M Buy
82,620
+5,604
+7% +$657K 1.54% 19
2021
Q2 		$9.03M Buy
77,016
+2,825
+4% +$330K 1.51% 19
2021
Q1 		$8.64M Buy
74,191
+7,027
+10% +$820K 1.61% 20
2020
Q4 		$7.87M Buy
67,164
+371
+0.6% +$43.1K 1.79% 17
2020
Q3 		$7.74M Buy
66,793
+27,556
+70% +$3.2M 2.1% 8
2020
Q2 		$4.53M Buy
+39,237
New +$4.45M 1.5% 24
2020
Q1 		– Sell
-2,672
Closed -$306K – 111
2019
Q4 		$306K Buy
+2,672
New +$304K 0.13% 88

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Foster Victor Wealth Advisors's MUB Position: Q1 2024 in Review

Foster Victor Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 1,992 shares — an estimated $216K sold.

Foster Victor Wealth Advisors first reported a position in MUB in Q4 2019 and held it in 16 quarters. The position peaked at $11M in Q2 2022. 1,372 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Foster Victor Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 1,992 iShares National Muni Bond ETF shares in Q1 2024, an estimated $216K.
  • Foster Victor Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 16 quarters.
  • Foster Victor Wealth Advisors's iShares National Muni Bond ETF position peaked at $11M in Q2 2022.
  • 1,372 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.