IIC
MUB icon

Ironwood Investment Counsel’s iShares National Muni Bond ETF MUB Stock Holding History

Ironwood Investment Counsel’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
2023
Q4 		– Sell
-3,009
Closed -$687K – 261
2023
Q3 		$687K Buy
3,009
+12
+0.4% +$1.27K 0.14% 134
2023
Q2 		$320K Buy
2,997
+11
+0.4% +$1.18K 0.07% 163
2023
Q1 		$322K Sell
2,986
-593
-17% -$63.4K 0.08% 165
2022
Q4 		$378K Buy
+3,579
New +$373K 0.09% 148

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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ironwood Investment Counsel's MUB Position: Q4 2023 in Review

Ironwood Investment Counsel sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 3,009 shares — an estimated $687K sold.

Ironwood Investment Counsel first reported a position in MUB in Q4 2022 and held it in 4 quarters. The position peaked at $687K in Q3 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Ironwood Investment Counsel reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ironwood Investment Counsel sold 3,009 iShares National Muni Bond ETF shares in Q4 2023, an estimated $687K.
  • Ironwood Investment Counsel first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Ironwood Investment Counsel's iShares National Muni Bond ETF position peaked at $687K in Q3 2023.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Ironwood Investment Counsel's 13F filing for Q4 2023, filed 8 Feb 2024.