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

Iconiq Capital’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
-5,717
Closed -$609K – 209
2024
Q2 		$609K Buy
+5,717
New +$609K 0.01% 58

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Iconiq Capital's MUB Position: Q3 2024 in Review

Iconiq Capital sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 5,717 shares — an estimated $609K sold.

Iconiq Capital first reported a position in MUB in Q2 2024 and held it in 1 quarter. The position peaked at $609K in Q2 2024. 1,398 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • Iconiq Capital reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Iconiq Capital sold 5,717 iShares National Muni Bond ETF shares in Q3 2024, an estimated $609K.
  • Iconiq Capital first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Iconiq Capital's iShares National Muni Bond ETF position peaked at $609K in Q2 2024.
  • 1,398 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Iconiq Capital's 13F filing for Q3 2024, filed 13 Nov 2024.