HCA
MUB icon

Harbour Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Harbour Capital 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
2023
Q4 		– Sell
-2,540
Closed -$260K – 287
2023
Q3 		$260K Buy
+2,540
New +$268K 0.08% 219
2022
Q3 		– Sell
-1,955
Closed -$208K – 229
2022
Q2 		$208K Sell
1,955
-1,272
-39% -$136K 0.07% 205
2022
Q1 		$354K Buy
3,227
+88
+3% +$9.93K 0.1% 168
2021
Q4 		$365K Buy
3,139
+420
+15% +$48.8K 0.09% 178
2021
Q3 		$316K Sell
2,719
-30
-1% -$3.52K 0.08% 195
2021
Q2 		$322K Hold
2,749
– – 0.09% 185
2021
Q1 		$319K Buy
+2,749
New +$321K 0.09% 174
2020
Q4 		– Sell
-3,139
Closed -$364K – 150
2020
Q3 		$364K Buy
+3,139
New +$365K 0.13% 148
2017
Q4 		– Sell
-1,950
Closed -$216K – 276
2017
Q3 		$216K Sell
1,950
-150
-7% -$16.6K 0.09% 235
2017
Q2 		$231K Sell
2,100
-250
-11% -$27.5K 0.11% 205
2017
Q1 		$256K Hold
2,350
– – 0.12% 191
2016
Q4 		$254K Hold
2,350
– – 0.18% 152
2016
Q3 		$265K Hold
2,350
– – 0.17% 160
2016
Q2 		$268K Sell
2,350
-150
-6% -$16.9K 0.15% 190
2016
Q1 		$279K Buy
2,500
+600
+32% +$66.8K 0.16% 180
2015
Q4 		$210K Buy
+1,900
New +$208K 0.11% 205

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbour Capital Advisors's MUB Position: Q4 2023 in Review

Harbour Capital Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 2,540 shares — an estimated $260K sold.

Harbour Capital Advisors first reported a position in MUB in Q4 2015 and held it in 16 quarters. The position peaked at $365K in Q4 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Harbour Capital Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Harbour Capital Advisors sold 2,540 iShares National Muni Bond ETF shares in Q4 2023, an estimated $260K.
  • Harbour Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2015 and held it in 16 quarters.
  • Harbour Capital Advisors's iShares National Muni Bond ETF position peaked at $365K in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Harbour Capital Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.