Hill Island Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Hill Island Financial’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	-1,953	Closed	-$210K	–	69
2024 Q1	$210K	Sell	1,953 -452	-19%	-$48.8K	0.07%	64
2023 Q4	$261K	Buy	2,405 +23	+1%	+$2.4K	0.09%	58
2023 Q3	$244K	Buy	2,382 +16	+0.7%	+$1.69K	0.1%	46
2023 Q2	$253K	Sell	2,366 -5,971	-72%	-$638K	0.1%	49
2023 Q1	$893K	Buy	8,337 +2,115	+34%	+$226K	0.36%	30
2022 Q4	$657K	Buy	6,222 +49	+0.8%	+$5.11K	0.28%	35
2022 Q3	$633K	Buy	6,173 +308	+5%	+$32.7K	0.29%	29
2022 Q2	$624K	Sell	5,865 -4,634	-44%	-$495K	0.28%	28
2022 Q1	$1.15M	Sell	10,499 -6,613	-39%	-$746K	0.42%	25
2021 Q4	$1.99M	Buy	+17,112	New	+$1.99M	0.71%	18

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

Hill Island Financial's MUB Position: Q2 2024 in Review

Hill Island Financial sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 1,953 shares — an estimated $210K sold.

Hill Island Financial first reported a position in MUB in Q4 2021 and held it in 10 quarters. The position peaked at $1.99M in Q4 2021. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Hill Island Financial reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Hill Island Financial sold 1,953 iShares National Muni Bond ETF shares in Q2 2024, an estimated $210K.
Hill Island Financial first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 10 quarters.
Hill Island Financial's iShares National Muni Bond ETF position peaked at $1.99M in Q4 2021.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Hill Island Financial's 13F filing for Q2 2024, filed 9 Aug 2024.