Householder Group Estate & Retirement Specialist’s iShares National Muni Bond ETF MUB Stock Holding History

Householder Group Estate & Retirement Specialist’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	-534	Closed	-$58K	–	948
2024 Q3	$58K	Buy	534 +2	+0.4%	+$216	0.02%	459
2024 Q2	$56K	Sell	532 -31	-6%	-$3.3K	0.02%	456
2024 Q1	$60.6K	Buy	563 +34	+6%	+$3.67K	0.02%	440
2023 Q4	$57K	Buy	529 +3	+0.6%	+$314	0.02%	436
2023 Q3	$54K	Buy	+526	New	+$55.5K	0.02%	433
2023 Q1	$96K	Buy	+890	New	+$95.1K	0.04%	315
2022 Q4	–	Sell	-1,031	Closed	-$105K	–	817
2022 Q3	$105K	Buy	+1,031	New	+$110K	0.04%	264

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.88B AUM 29.07% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's MUB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 534 shares — an estimated $58K sold.

Householder Group Estate & Retirement Specialist first reported a position in MUB in Q3 2022 and held it in 7 quarters. The position peaked at $105K in Q3 2022. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 534 iShares National Muni Bond ETF shares in Q4 2024, an estimated $58K.
Householder Group Estate & Retirement Specialist first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares National Muni Bond ETF position peaked at $105K in Q3 2022.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.