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IAG Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

IAG Wealth Partners’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
Q3 		– Sell
-213
Closed -$22.7K – 517
2024
Q2 		$22.7K Buy
+213
New +$22.7K ﹤0.01% 255
2023
Q4 		– Sell
-1,546
Closed -$159K – 458
2023
Q3 		$159K Hold
1,546
– – 0.04% 86
2023
Q2 		$165K Buy
1,546
+69
+5% +$7.38K 0.04% 94
2023
Q1 		$159K Hold
1,477
– – 0.04% 87
2022
Q4 		$156K Buy
1,477
+14
+1% +$1.46K 0.05% 83
2022
Q3 		$150K Hold
1,463
– – 0.05% 71
2022
Q2 		$156K Sell
1,463
-205
-12% -$21.9K 0.05% 74
2022
Q1 		$183K Buy
1,668
+126
+8% +$14.2K 0.06% 68
2021
Q4 		$179K Buy
1,542
+268
+21% +$31.1K 0.06% 64
2021
Q3 		$149K Buy
1,274
+69
+6% +$8.09K 0.05% 64
2021
Q2 		$142K Hold
1,205
– – 0.05% 61
2021
Q1 		$140K Sell
1,205
-62
-5% -$7.23K 0.05% 62
2020
Q4 		$149K Buy
1,267
+77
+6% +$8.95K 0.06% 61
2020
Q3 		$138K Buy
1,190
+338
+40% +$39.3K 0.06% 61
2020
Q2 		$99K Sell
852
-485
-36% -$55.1K 0.05% 67
2020
Q1 		$152K Hold
1,337
– – 0.1% 53
2019
Q4 		$153K Buy
+1,337
New +$152K 0.1% 54

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 $374B AUM 17.66% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IAG Wealth Partners's MUB Position: Q3 2024 in Review

IAG Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 213 shares — an estimated $22.7K sold.

IAG Wealth Partners first reported a position in MUB in Q4 2019 and held it in 17 quarters. The position peaked at $183K in Q1 2022. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • IAG Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 213 iShares National Muni Bond ETF shares in Q3 2024, an estimated $22.7K.
  • IAG Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 17 quarters.
  • IAG Wealth Partners's iShares National Muni Bond ETF position peaked at $183K in Q1 2022.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.