Newbridge Financial Services Group’s iShares National Muni Bond ETF MUB Stock Holding History

Newbridge Financial Services 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
2024 Q1	–	Sell	-800	Closed	-$86.7K	–	1251
2023 Q4	$86.7K	Sell	800 -183	-19%	-$19.1K	0.04%	299
2023 Q3	$101K	Sell	983 -88	-8%	-$9.28K	0.05%	295
2023 Q2	$114K	Hold	1,071	–	–	0.06%	284
2023 Q1	$115K	Sell	1,071 -470	-30%	-$50.2K	0.06%	292
2022 Q4	$163K	Buy	1,541 +5	+0.3%	+$521	0.09%	215
2022 Q3	$158K	Buy	1,536 +1	+0.1%	+$106	0.09%	221
2022 Q2	$163K	Buy	1,535 +370	+32%	+$39.5K	0.1%	191
2022 Q1	$128K	Buy	1,165 +72	+7%	+$8.13K	0.06%	266
2021 Q4	$127K	Buy	1,093 +954	+686%	+$111K	0.06%	261
2021 Q3	$16K	Buy	139 +87	+167%	+$10.2K	0.01%	729
2021 Q2	$6K	Sell	52 -17	-25%	-$1.99K	﹤0.01%	1084
2021 Q1	$8K	Buy	+69	New	+$8.05K	0.01%	954

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

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 $544B AUM 28.31% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Newbridge Financial Services Group's MUB Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 800 shares — an estimated $86.7K sold.

Newbridge Financial Services Group first reported a position in MUB in Q1 2021 and held it in 12 quarters. The position peaked at $163K in Q2 2022. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Newbridge Financial Services Group reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 800 iShares National Muni Bond ETF shares in Q1 2024, an estimated $86.7K.
Newbridge Financial Services Group first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 12 quarters.
Newbridge Financial Services Group's iShares National Muni Bond ETF position peaked at $163K in Q2 2022.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.