Peterson Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Peterson Financial Group’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 Q3	$544	Buy	+5	New	+$539	﹤0.01%	409

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Peterson Financial Group's MUB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2024: 5 shares worth $544. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings.

1,397 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Peterson Financial Group held 5 shares of iShares National Muni Bond ETF worth $544 as of Q3 2024.
iShares National Muni Bond ETF was a new Peterson Financial Group position in Q3 2024.
iShares National Muni Bond ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #409 holding.
1,397 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.