Lyell Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Lyell Wealth 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 Q1	–	Sell	-3,485	Closed	-$378K	–	202
2023 Q4	$378K	Hold	3,485	–	–	0.04%	146
2023 Q3	$357K	Hold	3,485	–	–	0.05%	138
2023 Q2	$372K	Hold	3,485	–	–	0.05%	145
2023 Q1	$375K	Hold	3,485	–	–	0.05%	153
2022 Q4	$368K	Hold	3,485	–	–	0.06%	151
2022 Q3	$357K	Sell	3,485 -340	-9%	-$36.1K	0.06%	150
2022 Q2	$407K	Buy	3,825 +480	+14%	+$51.2K	0.07%	143
2022 Q1	$367K	Buy	3,345 +255	+8%	+$28.8K	0.05%	157
2021 Q4	$359K	Hold	3,090	–	–	0.04%	152
2021 Q3	$359K	Hold	3,090	–	–	0.04%	145
2021 Q2	$362K	Sell	3,090 -100	-3%	-$11.7K	0.04%	153
2021 Q1	$370K	Buy	3,190 +225	+8%	+$26.2K	0.05%	141
2020 Q4	$347K	Buy	+2,965	New	+$344K	0.06%	132

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

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

CSIA

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

Lyell Wealth Management's MUB Position: Q1 2024 in Review

Lyell Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 3,485 shares — an estimated $378K sold.

Lyell Wealth Management first reported a position in MUB in Q4 2020 and held it in 13 quarters. The position peaked at $407K in Q2 2022. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Lyell Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Lyell Wealth Management sold 3,485 iShares National Muni Bond ETF shares in Q1 2024, an estimated $378K.
Lyell Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 13 quarters.
Lyell Wealth Management's iShares National Muni Bond ETF position peaked at $407K in Q2 2022.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Lyell Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.