LifePro Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

LifePro Asset Management’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	$1.1M	Sell	10,125 -2,251	-18%	-$243K	0.67%	49
2024 Q2	$1.32M	Sell	12,376 -9,881	-44%	-$1.05M	0.95%	36
2024 Q1	$2.39M	Sell	22,257 -3,655	-14%	-$394K	1.58%	24
2023 Q4	$2.81M	Sell	25,912 -2,883	-10%	-$301K	2.17%	16
2023 Q3	$2.95M	Sell	28,795 -5,232	-15%	-$552K	2.44%	16
2023 Q2	$3.63M	Sell	34,027 -26,700	-44%	-$2.85M	2.8%	10
2023 Q1	$6.41M	Hold	60,727	–	–	4.65%	1
2022 Q4	$6.41M	Sell	60,727 -197	-0.3%	-$20.5K	4.69%	1
2022 Q3	$6.25M	Buy	+60,924	New	+$6.48M	3.59%	5

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

LifePro Asset Management's MUB Position: Q3 2024 in Review

LifePro Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 18% in Q3 2024, selling an estimated $243K and leaving 10,125 shares worth $1.1M. The position accounts for 0.67% of the portfolio, ranked #49.

LifePro Asset Management first reported a position in MUB in Q3 2022 and has held it in 9 quarters since. The position peaked at $6.41M in Q1 2023. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

LifePro Asset Management held 10,125 shares of iShares National Muni Bond ETF worth $1.1M as of Q3 2024.
LifePro Asset Management sold 2,251 iShares National Muni Bond ETF shares in Q3 2024, an estimated $243K.
iShares National Muni Bond ETF made up 0.67% of LifePro Asset Management's portfolio in Q3 2024, its #49 holding.
LifePro Asset Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 9 quarters since.
LifePro Asset Management's iShares National Muni Bond ETF position peaked at $6.41M in Q1 2023.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.