ICA Group Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

ICA Group Wealth 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 Q2	–	Sell	-215	Closed	-$23.1K	–	1111
2024 Q1	$23.1K	Buy	215 +7	+3%	+$755	﹤0.01%	726
2023 Q4	$22.6K	Buy	+208	New	+$21.7K	0.01%	694
2023 Q3	–	Sell	-732	Closed	-$78.1K	–	825
2023 Q2	$78.1K	Buy	732 +704	+2,514%	+$75.2K	0.02%	385
2023 Q1	$2.99K	Sell	28 -681	-96%	-$72.8K	﹤0.01%	1034
2022 Q4	$74.8K	Buy	+709	New	+$73.9K	0.02%	422

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

ICA Group Wealth Management's MUB Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 215 shares — an estimated $23.1K sold.

ICA Group Wealth Management first reported a position in MUB in Q4 2022 and held it in 5 quarters. The position peaked at $78.1K in Q2 2023. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 215 iShares National Muni Bond ETF shares in Q2 2024, an estimated $23.1K.
ICA Group Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares National Muni Bond ETF position peaked at $78.1K in Q2 2023.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.