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Institutional & Family Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-3,952
Closed -$428K – 764
2023
Q4 		$428K Buy
+3,952
New +$413K 0.07% 118

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

Institutional & Family Asset Management's MUB Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 3,952 shares — an estimated $428K sold.

Institutional & Family Asset Management first reported a position in MUB in Q4 2023 and held it in 1 quarter. The position peaked at $428K in Q4 2023. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 3,952 iShares National Muni Bond ETF shares in Q1 2024, an estimated $428K.
  • Institutional & Family Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares National Muni Bond ETF position peaked at $428K in Q4 2023.
  • 1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.