L.M. Kohn & Company’s iShares National Muni Bond ETF MUB Stock Holding History

L.M. Kohn & Company’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	–	Sell	-1,850	Closed	-$201K	–	283
2024 Q3	$201K	Buy	+1,850	New	+$199K	0.05%	269
2024 Q1	–	Sell	-1,850	Closed	-$201K	–	280
2023 Q4	$201K	Sell	1,850 -1,000	-35%	-$105K	0.06%	225
2023 Q3	$292K	Hold	2,850	–	–	0.11%	166
2023 Q2	$304K	Hold	2,850	–	–	0.11%	166
2023 Q1	$307K	Sell	2,850 -475	-14%	-$50.8K	0.13%	159
2022 Q4	$351K	Hold	3,325	–	–	0.16%	140
2022 Q3	$342K	Hold	3,325	–	–	0.17%	144
2022 Q2	$354K	Sell	3,325 -34	-1%	-$3.63K	0.17%	151
2022 Q1	$369K	Buy	+3,359	New	+$379K	0.14%	166

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

L.M. Kohn & Company's MUB Position: Q4 2024 in Review

L.M. Kohn & Company sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 1,850 shares — an estimated $201K sold.

L.M. Kohn & Company first reported a position in MUB in Q1 2022 and held it in 9 quarters. The position peaked at $369K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

L.M. Kohn & Company reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
L.M. Kohn & Company sold 1,850 iShares National Muni Bond ETF shares in Q4 2024, an estimated $201K.
L.M. Kohn & Company first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 9 quarters.
L.M. Kohn & Company's iShares National Muni Bond ETF position peaked at $369K in Q1 2022.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.