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Olistico Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Olistico Wealth’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
-3,642
Closed -$373K – 108
2023
Q3 		$373K Buy
3,642
+25
+0.7% +$2.64K 0.33% 75
2023
Q2 		$386K Buy
3,617
+23
+0.6% +$2.46K 0.33% 76
2023
Q1 		$387K Buy
3,594
+15
+0.4% +$1.6K 0.37% 68
2022
Q4 		$378K Buy
+3,579
New +$373K 0.41% 68

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Olistico Wealth's MUB Position: Q4 2023 in Review

Olistico Wealth sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 3,642 shares — an estimated $373K sold.

Olistico Wealth first reported a position in MUB in Q4 2022 and held it in 4 quarters. The position peaked at $387K in Q1 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Olistico Wealth reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Olistico Wealth sold 3,642 iShares National Muni Bond ETF shares in Q4 2023, an estimated $373K.
  • Olistico Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Olistico Wealth's iShares National Muni Bond ETF position peaked at $387K in Q1 2023.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Olistico Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.