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

Pillar Wealth Advisors’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	–	Sell	-2,507	Closed	-$267K	–	37
2024 Q2	$267K	Sell	2,507 -2,972	-54%	-$317K	0.32%	51
2024 Q1	$590K	Hold	5,479	–	–	0.45%	44
2023 Q4	$594K	Buy	5,479 +2,859	+109%	+$299K	0.46%	44
2023 Q3	$269K	Hold	2,620	–	–	0.23%	59
2023 Q2	$280K	Sell	2,620 -188	-7%	-$20.1K	0.23%	58
2023 Q1	$303K	Hold	2,808	–	–	0.3%	51
2022 Q4	$296K	Buy	+2,808	New	+$293K	0.29%	53

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pillar Wealth Advisors's MUB Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 2,507 shares — an estimated $267K sold.

Pillar Wealth Advisors first reported a position in MUB in Q4 2022 and held it in 7 quarters. The position peaked at $594K in Q4 2023. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Pillar Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 2,507 iShares National Muni Bond ETF shares in Q3 2024, an estimated $267K.
Pillar Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 7 quarters.
Pillar Wealth Advisors's iShares National Muni Bond ETF position peaked at $594K in Q4 2023.
1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.