New England Capital Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

New England Capital Financial Advisors’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	-2	Closed	-$217	–	412
2023 Q4	$217	Buy	+2	New	+$209	﹤0.01%	380
2023 Q2	–	Sell	-570	Closed	-$61.4K	–	420
2023 Q1	$61.4K	Sell	570 -565	-50%	-$60.4K	0.04%	103
2022 Q4	$123K	Buy	+1,135	New	+$118K	0.09%	65

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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

New England Capital Financial Advisors's MUB Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 2 shares — an estimated $217 sold.

New England Capital Financial Advisors first reported a position in MUB in Q4 2022 and held it in 3 quarters. The position peaked at $123K in Q4 2022. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

New England Capital Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 2 iShares National Muni Bond ETF shares in Q1 2024, an estimated $217.
New England Capital Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 3 quarters.
New England Capital Financial Advisors's iShares National Muni Bond ETF position peaked at $123K in Q4 2022.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.