Newton One Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Newton One Investments’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	-17,277	Closed	-$1.77M	–	120
2023 Q3	$1.77M	Buy	17,277 +737	+4%	+$77.7K	1.06%	18
2023 Q2	$1.77M	Buy	16,540 +106	+0.6%	+$11.3K	1.01%	18
2023 Q1	$1.77M	Buy	16,434 +72	+0.4%	+$7.69K	1.06%	18
2022 Q4	$1.73M	Buy	+16,362	New	+$1.71M	1.11%	17
2022 Q2	–	Sell	-5,154	Closed	-$565K	–	127
2022 Q1	$565K	Hold	5,154	–	–	0.41%	23
2021 Q4	$599K	Buy	5,154 +470	+10%	+$54.6K	0.42%	23
2021 Q3	$544K	Hold	4,684	–	–	0.41%	23
2021 Q2	$549K	Buy	+4,684	New	+$547K	0.44%	23

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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 $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

Newton One Investments's MUB Position: Q4 2023 in Review

Newton One Investments sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 17,277 shares — an estimated $1.77M sold.

Newton One Investments first reported a position in MUB in Q2 2021 and held it in 8 quarters. The position peaked at $1.77M in Q3 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Newton One Investments reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Newton One Investments sold 17,277 iShares National Muni Bond ETF shares in Q4 2023, an estimated $1.77M.
Newton One Investments first reported a position in iShares National Muni Bond ETF in Q2 2021 and held it in 8 quarters.
Newton One Investments's iShares National Muni Bond ETF position peaked at $1.77M in Q3 2023.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Newton One Investments's 13F filing for Q4 2023, filed 23 Jan 2024.