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Impact Partnership Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-18
Closed -$1.95K – 811
2023
Q4 		$1.95K Sell
18
-116
-87% -$12.1K ﹤0.01% 695
2023
Q3 		$13.7K Buy
134
+116
+644% +$12.2K ﹤0.01% 541
2023
Q2 		$1.92K Buy
+18
New +$1.92K ﹤0.01% 681

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Impact Partnership Wealth's MUB Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 18 shares — an estimated $1.95K sold.

Impact Partnership Wealth first reported a position in MUB in Q2 2023 and held it in 3 quarters. The position peaked at $13.7K in Q3 2023. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 18 iShares National Muni Bond ETF shares in Q1 2024, an estimated $1.95K.
  • Impact Partnership Wealth first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares National Muni Bond ETF position peaked at $13.7K in Q3 2023.
  • 1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.