MFG
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Monumental Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Monumental Financial Group’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
-2,155
Closed -$221K – 44
2023
Q3 		$221K Buy
+2,155
New +$227K 0.15% 41
2023
Q2 		– Sell
-1,385
Closed -$149K – 70
2023
Q1 		$149K Buy
+1,385
New +$148K 0.11% 52
2022
Q4 		– Sell
-3,191
Closed -$327K – 53
2022
Q3 		$327K Sell
3,191
-300
-9% -$31.9K 0.31% 28
2022
Q2 		$371K Sell
3,491
-276
-7% -$29.5K 0.34% 31
2022
Q1 		$413K Sell
3,767
-25,300
-87% -$2.86M 0.34% 19
2021
Q4 		$3.38M Buy
29,067
+3,083
+12% +$358K 2.42% 11
2021
Q3 		$3.02M Buy
25,984
+5,540
+27% +$649K 2.41% 11
2021
Q2 		$2.4M Buy
20,444
+7,612
+59% +$890K 2.05% 12
2021
Q1 		$1.49M Buy
+12,832
New +$1.5M 1.42% 11

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
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