Highview Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Highview Capital Management’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	–	Sell	-8,311	Closed	-$903K	–	125
2024 Q3	$903K	Hold	8,311	–	–	0.37%	73
2024 Q2	$886K	Hold	8,311	–	–	0.37%	72
2024 Q1	$894K	Hold	8,311	–	–	0.4%	71
2023 Q4	$901K	Hold	8,311	–	–	0.48%	56
2023 Q3	$852K	Hold	8,311	–	–	0.49%	60
2023 Q2	$887K	Hold	8,311	–	–	0.48%	59
2023 Q1	$895K	Buy	8,311 +3,611	+77%	+$386K	0.52%	58
2022 Q4	$496K	Buy	+4,700	New	+$490K	0.3%	75

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Highview Capital Management's MUB Position: Q4 2024 in Review

Highview Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 8,311 shares — an estimated $903K sold.

Highview Capital Management first reported a position in MUB in Q4 2022 and held it in 8 quarters. The position peaked at $903K in Q3 2024. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Highview Capital Management reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Highview Capital Management sold 8,311 iShares National Muni Bond ETF shares in Q4 2024, an estimated $903K.
Highview Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 8 quarters.
Highview Capital Management's iShares National Muni Bond ETF position peaked at $903K in Q3 2024.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Highview Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.