Ogorek Anthony Joseph’s iShares National Muni Bond ETF MUB Stock Holding History

Ogorek Anthony Joseph’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	-1	Closed	–	–	287
2023 Q4	$0	Hold	1	–	–	﹤0.01%	293
2023 Q3	$0	Buy	+1	New	+$105	﹤0.01%	277
2022 Q4	–	Sell	-406	Closed	-$41K	–	226
2022 Q3	$41K	Hold	406	–	–	0.02%	75
2022 Q2	$43K	Hold	406	–	–	0.02%	73
2022 Q1	$44K	Hold	406	–	–	0.02%	85
2021 Q4	$47K	Hold	406	–	–	0.02%	79
2021 Q3	$47K	Hold	406	–	–	0.02%	75
2021 Q2	$47K	Hold	406	–	–	0.02%	74
2021 Q1	$47K	Hold	406	–	–	0.02%	67
2020 Q4	$47K	Hold	406	–	–	0.03%	53
2020 Q3	$47K	Buy	+406	New	+$47.2K	0.03%	48

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

Ogorek Anthony Joseph's MUB Position: Q1 2024 in Review

Ogorek Anthony Joseph sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 1 share.

Ogorek Anthony Joseph first reported a position in MUB in Q3 2020 and held it in 11 quarters. The position peaked at $47K in Q4 2021. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Ogorek Anthony Joseph reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Ogorek Anthony Joseph sold 1 iShares National Muni Bond ETF share in Q1 2024.
Ogorek Anthony Joseph first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 11 quarters.
Ogorek Anthony Joseph's iShares National Muni Bond ETF position peaked at $47K in Q4 2021.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2024, filed 3 May 2024.