McBroom & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

McBroom & Associates’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	–	Sell	-6,350	Closed	-$651K	–	35
2023 Q3	$651K	Sell	6,350 -752	-11%	-$79.3K	0.52%	29
2023 Q2	$758K	Sell	7,102 -178	-2%	-$19K	0.6%	29
2023 Q1	$784K	Buy	7,280 +301	+4%	+$32.2K	0.7%	29
2022 Q4	$736K	Sell	6,979 -3,253	-32%	-$339K	0.8%	28
2022 Q3	$1.05M	Sell	10,232 -1,856	-15%	-$197K	1.18%	25
2022 Q2	$1.29M	Sell	12,088 -627	-5%	-$66.9K	1.4%	23
2022 Q1	$1.39M	Sell	12,715 -1,005	-7%	-$113K	1.23%	23
2021 Q4	$1.59M	Buy	+13,720	New	+$1.59M	1.2%	23

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

McBroom & Associates's MUB Position: Q4 2023 in Review

McBroom & Associates sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 6,350 shares — an estimated $651K sold.

McBroom & Associates first reported a position in MUB in Q4 2021 and held it in 8 quarters. The position peaked at $1.59M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

McBroom & Associates reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
McBroom & Associates sold 6,350 iShares National Muni Bond ETF shares in Q4 2023, an estimated $651K.
McBroom & Associates first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 8 quarters.
McBroom & Associates's iShares National Muni Bond ETF position peaked at $1.59M in Q4 2021.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on McBroom & Associates's 13F filing for Q4 2023, filed 8 Jan 2024.