New Potomac Partners’s iShares National Muni Bond ETF MUB Stock Holding History

New Potomac Partners’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 Q3	$715K	Hold	6,580	–	–	0.37%	59
2024 Q2	$701K	Buy	6,580 +200	+3%	+$21.3K	0.38%	59
2024 Q1	$686K	Sell	6,380 -200	-3%	-$21.6K	0.38%	59
2023 Q4	$713K	Sell	6,580 -2,370	-26%	-$248K	0.42%	58
2023 Q3	$918K	Sell	8,950 -250	-3%	-$26.4K	0.63%	53
2023 Q2	$982K	Sell	9,200 -55	-0.6%	-$5.88K	0.65%	53
2023 Q1	$997K	Hold	9,255	–	–	0.69%	52
2022 Q4	$977K	Buy	9,255 +6,655	+256%	+$694K	0.72%	51
2022 Q3	$267K	Sell	2,600 -25,015	-91%	-$2.66M	0.23%	60
2022 Q2	$2.94M	Buy	+27,615	New	+$2.95M	2.36%	11

Other funds holding MUB

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

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

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New Potomac Partners's MUB Position: Q3 2024 in Review

New Potomac Partners held its iShares National Muni Bond ETF (MUB) position steady in Q3 2024 at 6,580 shares worth $715K. The position accounts for 0.37% of the portfolio, ranked #59.

New Potomac Partners first reported a position in MUB in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.94M in Q2 2022. 1,398 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

New Potomac Partners held 6,580 shares of iShares National Muni Bond ETF worth $715K as of Q3 2024.
New Potomac Partners left its iShares National Muni Bond ETF share count unchanged in Q3 2024.
iShares National Muni Bond ETF made up 0.37% of New Potomac Partners's portfolio in Q3 2024, its #59 holding.
New Potomac Partners first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 10 quarters since.
New Potomac Partners's iShares National Muni Bond ETF position peaked at $2.94M in Q2 2022.
1,398 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.