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Petix & Botte Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-2,241
Closed -$241K – 143
2024
Q1 		$241K Buy
+2,241
New +$242K 0.06% 122

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Petix & Botte Financial's MUB Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 2,241 shares — an estimated $241K sold.

Petix & Botte Financial first reported a position in MUB in Q1 2024 and held it in 1 quarter. The position peaked at $241K in Q1 2024. 1,347 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 2,241 iShares National Muni Bond ETF shares in Q2 2024, an estimated $241K.
  • Petix & Botte Financial first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares National Muni Bond ETF position peaked at $241K in Q1 2024.
  • 1,347 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.