GYL Financial Synergies’s iShares National Muni Bond ETF MUB Stock Holding History

GYL Financial Synergies’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	$4.17M	Buy	38,346 +2,068	+6%	+$223K	0.31%	78
2024 Q2	$3.87M	Sell	36,278 -375	-1%	-$39.9K	0.3%	81
2024 Q1	$3.94M	Sell	36,653 -46,259	-56%	-$4.99M	0.31%	78
2023 Q4	$8.99M	Buy	82,912 +23,173	+39%	+$2.42M	0.74%	33
2023 Q3	$6.13M	Buy	59,739 +21,387	+56%	+$2.26M	0.6%	41
2023 Q2	$4.09M	Buy	38,352 +2,311	+6%	+$247K	0.37%	65
2023 Q1	$3.88M	Sell	36,041 -117,238	-76%	-$12.5M	0.47%	53
2022 Q4	$16.2M	Buy	153,279 +55,506	+57%	+$5.78M	3.5%	5
2022 Q3	$10M	Buy	97,773 +55,575	+132%	+$5.91M	2.74%	7
2022 Q2	$4.49M	Buy	42,198 +23,652	+128%	+$2.52M	1.23%	18
2022 Q1	$2.03M	Buy	18,546 +13,046	+237%	+$1.47M	0.49%	28
2021 Q4	$640K	Buy	+5,500	New	+$639K	0.17%	99

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

GYL Financial Synergies's MUB Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares National Muni Bond ETF (MUB) stake by 5.7% in Q3 2024, buying an estimated $223K and bringing the position to 38,346 shares worth $4.17M. The position accounts for 0.31% of the portfolio, ranked #78.

GYL Financial Synergies first reported a position in MUB in Q4 2021 and has held it in 12 quarters since. The position peaked at $16.2M in Q4 2022. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

GYL Financial Synergies held 38,346 shares of iShares National Muni Bond ETF worth $4.17M as of Q3 2024.
GYL Financial Synergies bought 2,068 iShares National Muni Bond ETF shares in Q3 2024, an estimated $223K.
iShares National Muni Bond ETF made up 0.31% of GYL Financial Synergies's portfolio in Q3 2024, its #78 holding.
GYL Financial Synergies first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 12 quarters since.
GYL Financial Synergies's iShares National Muni Bond ETF position peaked at $16.2M in Q4 2022.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.