Kades & Cheifetz’s iShares National Muni Bond ETF MUB Stock Holding History

Kades & Cheifetz’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 Q4	$4.97M	Buy	46,619 +11,078	+31%	+$1.19M	2.54%	11
2024 Q3	$3.86M	Buy	35,541 +1,887	+6%	+$203K	2.21%	13
2024 Q2	$3.59M	Buy	33,654 +1,734	+5%	+$185K	2.25%	13
2024 Q1	$3.43M	Buy	31,920 +2,871	+10%	+$310K	2.2%	14
2023 Q4	$3.15M	Buy	29,049 +4,085	+16%	+$427K	2.23%	15
2023 Q3	$2.56M	Buy	24,964 +807	+3%	+$85.1K	2.03%	15
2023 Q2	$2.58M	Buy	24,157 +405	+2%	+$43.3K	1.98%	13
2023 Q1	$2.56M	Buy	23,752 +709	+3%	+$75.8K	2.02%	14
2022 Q4	$2.43M	Buy	+23,043	New	+$2.4M	2.03%	15

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kades & Cheifetz's MUB Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares National Muni Bond ETF (MUB) stake by 31% in Q4 2024, buying an estimated $1.19M and bringing the position to 46,619 shares worth $4.97M. The position accounts for 2.54% of the portfolio, ranked #11.

Kades & Cheifetz first reported a position in MUB in Q4 2022 and has held it in 9 quarters since. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Kades & Cheifetz held 46,619 shares of iShares National Muni Bond ETF worth $4.97M as of Q4 2024.
Kades & Cheifetz bought 11,078 iShares National Muni Bond ETF shares in Q4 2024, an estimated $1.19M.
iShares National Muni Bond ETF made up 2.54% of Kades & Cheifetz's portfolio in Q4 2024, its #11 holding.
Kades & Cheifetz first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.