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

Perfromance Wealth Partners’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 Q4	–	Sell	-6,405	Closed	-$696K	–	197
2024 Q3	$696K	Sell	6,405 -400	-6%	-$43.1K	0.02%	81
2024 Q2	$725K	Hold	6,805	–	–	0.03%	67
2024 Q1	$732K	Sell	6,805 -37	-0.5%	-$3.99K	0.03%	73
2023 Q4	$742K	Buy	6,842 +32	+0.5%	+$3.34K	0.03%	80
2023 Q3	$698K	Sell	6,810 -2,785	-29%	-$294K	0.03%	87
2023 Q2	$1.02M	Buy	9,595 +2,647	+38%	+$283K	0.05%	78
2023 Q1	$749K	Buy	6,948 +38	+0.5%	+$4.06K	0.04%	89
2022 Q4	$729K	Sell	6,910 -20	-0.3%	-$2.08K	0.04%	82
2022 Q3	$711K	Hold	6,930	–	–	0.04%	80
2022 Q2	$737K	Hold	6,930	–	–	0.04%	82
2022 Q1	$760K	Hold	6,930	–	–	0.03%	89
2021 Q4	$806K	Buy	+6,930	New	+$805K	0.03%	91

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perfromance Wealth Partners's MUB Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 6,405 shares — an estimated $696K sold.

Perfromance Wealth Partners first reported a position in MUB in Q4 2021 and held it in 12 quarters. The position peaked at $1.02M in Q2 2023. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Perfromance Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 6,405 iShares National Muni Bond ETF shares in Q4 2024, an estimated $696K.
Perfromance Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 12 quarters.
Perfromance Wealth Partners's iShares National Muni Bond ETF position peaked at $1.02M in Q2 2023.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.