HCR Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

HCR Wealth 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
2024 Q2	–	Sell	-2,568	Closed	-$276K	–	227
2024 Q1	$276K	Hold	2,568	–	–	0.04%	176
2023 Q4	$278K	Buy	2,568 +68	+3%	+$7.11K	0.04%	161
2023 Q3	$256K	Hold	2,500	–	–	0.06%	137
2023 Q2	$267K	Buy	2,500 +500	+25%	+$53.4K	0.05%	145
2023 Q1	$215K	Hold	2,000	–	–	0.04%	161
2022 Q4	$211K	Sell	2,000 -18	-0.9%	-$1.88K	0.04%	162
2022 Q3	$207K	Buy	+2,018	New	+$215K	0.04%	160
2021 Q1	–	Sell	-218	Closed	-$26K	–	240
2020 Q4	$26K	Hold	218	–	–	0.01%	227
2020 Q3	$25K	Hold	218	–	–	0.01%	203
2020 Q2	$25K	Hold	218	–	–	0.01%	201
2020 Q1	$25K	Hold	218	–	–	0.01%	191
2019 Q4	$25K	Buy	+218	New	+$24.8K	0.01%	192

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

HCR Wealth Advisors's MUB Position: Q2 2024 in Review

HCR Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 2,568 shares — an estimated $276K sold.

HCR Wealth Advisors first reported a position in MUB in Q4 2019 and held it in 12 quarters. The position peaked at $278K in Q4 2023. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

HCR Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
HCR Wealth Advisors sold 2,568 iShares National Muni Bond ETF shares in Q2 2024, an estimated $276K.
HCR Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 12 quarters.
HCR Wealth Advisors's iShares National Muni Bond ETF position peaked at $278K in Q4 2023.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on HCR Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.