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

LWS Wealth 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
2023 Q4	$3.31M	Buy	30,515 +11,509	+61%	+$1.2M	1.24%	22
2023 Q3	$1.95M	Buy	19,006 +5,924	+45%	+$625K	0.85%	27
2023 Q2	$1.4M	Buy	13,082 +2,233	+21%	+$239K	0.59%	30
2023 Q1	$1.17M	Buy	10,849 +7,424	+217%	+$793K	0.48%	30
2022 Q4	$361K	Buy	+3,425	New	+$357K	0.15%	44
2022 Q3	–	Sell	-3,568	Closed	-$379K	–	61
2022 Q2	$379K	Buy	+3,568	New	+$381K	0.18%	49
2020 Q1	–	Sell	-540	Closed	-$61K	–	71
2019 Q4	$61K	Buy	+540	New	+$61.5K	0.03%	67

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LWS Wealth Advisors's MUB Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 61% in Q4 2023, buying an estimated $1.2M and bringing the position to 30,515 shares worth $3.31M. The position accounts for 1.24% of the portfolio, ranked #22.

LWS Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

LWS Wealth Advisors held 30,515 shares of iShares National Muni Bond ETF worth $3.31M as of Q4 2023.
LWS Wealth Advisors bought 11,509 iShares National Muni Bond ETF shares in Q4 2023, an estimated $1.2M.
iShares National Muni Bond ETF made up 1.24% of LWS Wealth Advisors's portfolio in Q4 2023, its #22 holding.
LWS Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.