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Hart & Patterson Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$4.23M Buy
39,725
+5,304
+15% +$570K 2.06% 18
2024
Q3 		$3.74M Buy
34,421
+5,208
+18% +$561K 1.77% 22
2024
Q2 		$3.11M Buy
29,213
+1,092
+4% +$116K 1.54% 24
2024
Q1 		$3.03M Buy
28,121
+2,266
+9% +$245K 1.5% 25
2023
Q4 		$2.8M Buy
+25,855
New +$2.7M 1.46% 19

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hart & Patterson Financial Group's MUB Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q4 2024, buying an estimated $570K and bringing the position to 39,725 shares worth $4.23M. The position accounts for 2.06% of the portfolio, ranked #18.

Hart & Patterson Financial Group first reported a position in MUB in Q4 2023 and has held it in 5 quarters since. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Hart & Patterson Financial Group held 39,725 shares of iShares National Muni Bond ETF worth $4.23M as of Q4 2024.
  • Hart & Patterson Financial Group bought 5,304 iShares National Muni Bond ETF shares in Q4 2024, an estimated $570K.
  • iShares National Muni Bond ETF made up 2.06% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #18 holding.
  • Hart & Patterson Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.