Kowal Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Kowal Investment Group’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	$7.98M	Sell	73,490 -5,319	-7%	-$573K	1.47%	12
2024 Q2	$8.4M	Sell	78,809 -3,348	-4%	-$357K	1.68%	12
2024 Q1	$8.84M	Sell	82,157 -2,191	-3%	-$236K	1.91%	8
2023 Q4	$9.14M	Buy	84,348 +70,812	+523%	+$7.4M	2.13%	8
2023 Q3	$1.39M	Sell	13,536 -2,239	-14%	-$236K	0.37%	33
2023 Q2	$1.68M	Buy	+15,775	New	+$1.69M	0.45%	26
2023 Q1	–	Sell	-2,597	Closed	-$274K	–	167
2022 Q4	$274K	Sell	2,597 -246	-9%	-$25.6K	0.08%	122
2022 Q3	$292K	Sell	2,843 -524	-16%	-$55.7K	0.1%	104
2022 Q2	$358K	Buy	+3,367	New	+$359K	0.12%	89
2021 Q4	–	Sell	-261	Closed	-$30K	–	633
2021 Q3	$30K	Buy	+261	New	+$30.6K	0.01%	313

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kowal Investment Group's MUB Position: Q3 2024 in Review

Kowal Investment Group reduced its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q3 2024, selling an estimated $573K and leaving 73,490 shares worth $7.98M. The position accounts for 1.47% of the portfolio, ranked #12.

Kowal Investment Group first reported a position in MUB in Q3 2021 and has held it in 10 quarters since. The position peaked at $9.14M in Q4 2023. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Kowal Investment Group held 73,490 shares of iShares National Muni Bond ETF worth $7.98M as of Q3 2024.
Kowal Investment Group sold 5,319 iShares National Muni Bond ETF shares in Q3 2024, an estimated $573K.
iShares National Muni Bond ETF made up 1.47% of Kowal Investment Group's portfolio in Q3 2024, its #12 holding.
Kowal Investment Group first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 10 quarters since.
Kowal Investment Group's iShares National Muni Bond ETF position peaked at $9.14M in Q4 2023.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.