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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Monumental Financial Group's MUB Position: Q4 2023 in Review

Monumental Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 2,155 shares — an estimated $221K sold.

Monumental Financial Group first reported a position in MUB in Q1 2021 and held it in 9 quarters. The position peaked at $3.38M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Monumental Financial Group reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Monumental Financial Group sold 2,155 iShares National Muni Bond ETF shares in Q4 2023, an estimated $221K.
Monumental Financial Group first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 9 quarters.
Monumental Financial Group's iShares National Muni Bond ETF position peaked at $3.38M in Q4 2021.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Monumental Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.