Latitude Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Latitude Advisors’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 Q2	–	Sell	-1,891	Closed	-$204K	–	188
2024 Q1	$204K	Buy	+1,891	New	+$204K	0.13%	175
2023 Q2	–	Sell	-2,356	Closed	-$254K	–	189
2023 Q1	$254K	Buy	+2,356	New	+$252K	0.18%	130
2022 Q2	–	Sell	-3,205	Closed	-$351K	–	254
2022 Q1	$351K	Sell	3,205 -1,839	-36%	-$208K	0.08%	231
2021 Q4	$586K	Buy	5,044 +26	+0.5%	+$3.02K	0.16%	134
2021 Q3	$583K	Buy	5,018 +1,826	+57%	+$214K	0.18%	117
2021 Q2	$374K	Buy	+3,192	New	+$373K	0.28%	88

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

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Latitude Advisors's MUB Position: Q2 2024 in Review

Latitude Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 1,891 shares — an estimated $204K sold.

Latitude Advisors first reported a position in MUB in Q2 2021 and held it in 6 quarters. The position peaked at $586K in Q4 2021. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Latitude Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Latitude Advisors sold 1,891 iShares National Muni Bond ETF shares in Q2 2024, an estimated $204K.
Latitude Advisors first reported a position in iShares National Muni Bond ETF in Q2 2021 and held it in 6 quarters.
Latitude Advisors's iShares National Muni Bond ETF position peaked at $586K in Q4 2021.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Latitude Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.