PRWA
MUB icon

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

Platte River 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 		$7.79M Buy
71,666
+3,751
+6% +$404K 2.09% 13
2024
Q2 		$7.24M Sell
67,915
-5,122
-7% -$546K 2.03% 14
2024
Q1 		$7.86M Buy
73,037
+59,155
+426% +$6.38M 2.24% 13
2023
Q4 		$1.5M Buy
13,882
+10,169
+274% +$1.06M 0.5% 39
2023
Q3 		$381K Sell
3,713
-440
-11% -$46.4K 0.14% 70
2023
Q2 		$443K Sell
4,153
-230
-5% -$24.6K 0.16% 68
2023
Q1 		$472K Hold
4,383
– – 0.18% 61
2022
Q4 		$462K Buy
4,383
+887
+25% +$92.4K 0.2% 62
2022
Q3 		$359K Hold
3,496
– – 0.16% 66
2022
Q2 		$372K Sell
3,496
-48,847
-93% -$5.21M 0.16% 65
2022
Q1 		$5.74M Sell
52,343
-2,230
-4% -$252K 2.09% 14
2021
Q4 		$6.3M Sell
54,573
-12,551
-19% -$1.46M 2.16% 14
2021
Q3 		$7.8M Sell
67,124
-3,555
-5% -$417K 2.89% 10
2021
Q2 		$8.28M Sell
70,679
-10,209
-13% -$1.19M 3.15% 10
2021
Q1 		$9.41M Sell
80,888
-18,718
-19% -$2.18M 3.87% 9
2020
Q4 		$11.7M Sell
99,606
-15,383
-13% -$1.79M 5.03% 3
2020
Q3 		$13.3M Buy
114,989
+15,876
+16% +$1.84M 6.87% 1
2020
Q2 		$11.4M Buy
+99,113
New +$11.3M 6.31% 1
2019
Q4 		$11.3M Buy
+97,963
New +$11.2M 5.96% 2

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Platte River Wealth Advisors's MUB Position: Q3 2024 in Review

Platte River Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 5.5% in Q3 2024, buying an estimated $404K and bringing the position to 71,666 shares worth $7.79M. The position accounts for 2.09% of the portfolio, ranked #13.

Platte River Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 19 quarters since. The position peaked at $13.3M in Q3 2020. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • Platte River Wealth Advisors held 71,666 shares of iShares National Muni Bond ETF worth $7.79M as of Q3 2024.
  • Platte River Wealth Advisors bought 3,751 iShares National Muni Bond ETF shares in Q3 2024, an estimated $404K.
  • iShares National Muni Bond ETF made up 2.09% of Platte River Wealth Advisors's portfolio in Q3 2024, its #13 holding.
  • Platte River Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's iShares National Muni Bond ETF position peaked at $13.3M in Q3 2020.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.