Great Diamond Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Great Diamond Partners’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	-3,300	Closed	-$338K	–	236
2023 Q3	$338K	Buy	+3,300	New	+$348K	0.09%	161
2022 Q4	–	Sell	-8,800	Closed	-$902K	–	221
2022 Q3	$902K	Sell	8,800 -43	-0.5%	-$4.57K	0.31%	78
2022 Q2	$940K	Buy	+8,843	New	+$944K	0.31%	77

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

Great Diamond Partners's MUB Position: Q4 2023 in Review

Great Diamond Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 3,300 shares — an estimated $338K sold.

Great Diamond Partners first reported a position in MUB in Q2 2022 and held it in 3 quarters. The position peaked at $940K in Q2 2022. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Great Diamond Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Great Diamond Partners sold 3,300 iShares National Muni Bond ETF shares in Q4 2023, an estimated $338K.
Great Diamond Partners first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 3 quarters.
Great Diamond Partners's iShares National Muni Bond ETF position peaked at $940K in Q2 2022.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Great Diamond Partners's 13F filing for Q4 2023, filed 7 Feb 2024.