Gateway Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Gateway Advisory’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	-2,681	Closed	-$286K	–	139
2024 Q2	$286K	Sell	2,681 -1	-0%	-$107	0.05%	125
2024 Q1	$289K	Hold	2,682	–	–	0.05%	117
2023 Q4	$291K	Sell	2,682 -81,902	-97%	-$8.56M	0.06%	94
2023 Q3	$8.67M	Buy	84,584 +3,372	+4%	+$356K	1.77%	13
2023 Q2	$8.67M	Buy	81,212 +69,726	+607%	+$7.45M	1.84%	13
2023 Q1	$1.24M	Buy	+11,486	New	+$1.23M	0.28%	42

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

Gateway Advisory's MUB Position: Q3 2024 in Review

Gateway Advisory sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 2,681 shares — an estimated $286K sold.

Gateway Advisory first reported a position in MUB in Q1 2023 and held it in 6 quarters. The position peaked at $8.67M in Q3 2023. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Gateway Advisory reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Gateway Advisory sold 2,681 iShares National Muni Bond ETF shares in Q3 2024, an estimated $286K.
Gateway Advisory first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 6 quarters.
Gateway Advisory's iShares National Muni Bond ETF position peaked at $8.67M in Q3 2023.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.