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Peak Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

Peak Financial Management’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
-2,813
Closed -$288K – 87
2023
Q3 		$288K Hold
2,813
– – 0.1% 60
2023
Q2 		$300K Hold
2,813
– – 0.11% 66
2023
Q1 		$303K Buy
2,813
+88
+3% +$9.4K 0.11% 55
2022
Q4 		$288K Buy
+2,725
New +$284K 0.11% 59

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 $374B AUM 17.66% 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

Peak Financial Management's MUB Position: Q4 2023 in Review

Peak Financial Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 2,813 shares — an estimated $288K sold.

Peak Financial Management first reported a position in MUB in Q4 2022 and held it in 4 quarters. The position peaked at $303K in Q1 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Peak Financial Management reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Peak Financial Management sold 2,813 iShares National Muni Bond ETF shares in Q4 2023, an estimated $288K.
  • Peak Financial Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Peak Financial Management's iShares National Muni Bond ETF position peaked at $303K in Q1 2023.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Peak Financial Management's 13F filing for Q4 2023, filed 18 Jan 2024.