MRA Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

MRA Advisory 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	-3,520	Closed	-$361K	–	129
2023 Q3	$361K	Hold	3,520	–	–	0.26%	74
2023 Q2	$376K	Buy	3,520 +945	+37%	+$101K	0.26%	65
2023 Q1	$277K	Hold	2,575	–	–	0.2%	89
2022 Q4	$272K	Hold	2,575	–	–	0.21%	81
2022 Q3	$266K	Hold	2,575	–	–	0.23%	77
2022 Q2	$274K	Hold	2,575	–	–	0.24%	80
2022 Q1	$282K	Hold	2,575	–	–	0.21%	79
2021 Q4	$299K	Hold	2,575	–	–	0.23%	81
2021 Q3	$299K	Hold	2,575	–	–	0.25%	85
2021 Q2	$302K	Hold	2,575	–	–	0.26%	84
2021 Q1	$299K	Hold	2,575	–	–	0.28%	73
2020 Q4	$302K	Buy	+2,575	New	+$299K	0.3%	73

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

MRA Advisory Group's MUB Position: Q4 2023 in Review

MRA Advisory Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 3,520 shares — an estimated $361K sold.

MRA Advisory Group first reported a position in MUB in Q4 2020 and held it in 12 quarters. The position peaked at $376K in Q2 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

MRA Advisory Group reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
MRA Advisory Group sold 3,520 iShares National Muni Bond ETF shares in Q4 2023, an estimated $361K.
MRA Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 12 quarters.
MRA Advisory Group's iShares National Muni Bond ETF position peaked at $376K in Q2 2023.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on MRA Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.