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Private Portfolio Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Private Portfolio 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 		$1.27M Buy
11,893
+73
+0.6% +$7.84K 0.23% 74
2024
Q3 		$1.28M Buy
+11,820
New +$1.27M 0.24% 69
2024
Q2 		– Sell
-12,268
Closed -$1.32M – 197
2024
Q1 		$1.32M Sell
12,268
-1,282
-9% -$138K 0.28% 65
2023
Q4 		$1.47M Buy
13,550
+6,924
+104% +$724K 0.34% 57
2023
Q3 		$679K Buy
6,626
+500
+8% +$52.7K 0.18% 96
2023
Q2 		$654K Hold
6,126
– – 0.17% 99
2023
Q1 		$660K Sell
6,126
-3,720
-38% -$398K 0.18% 94
2022
Q4 		$1.04M Sell
9,846
-92,705
-90% -$9.66M 0.27% 75
2022
Q3 		$10.5M Buy
102,551
+4,645
+5% +$494K 3% 4
2022
Q2 		$10.4M Buy
97,906
+36,345
+59% +$3.88M 2.9% 4
2022
Q1 		$6.75M Buy
61,561
+9,878
+19% +$1.11M 1.67% 10
2021
Q4 		$6.01M Buy
51,683
+938
+2% +$109K 1.54% 12
2021
Q3 		$5.9M Sell
50,745
-568
-1% -$66.6K 1.68% 11
2021
Q2 		$6.01M Buy
51,313
+4,817
+10% +$563K 1.74% 9
2021
Q1 		$5.4M Sell
46,496
-1,485
-3% -$173K 1.75% 10
2020
Q4 		$5.62M Buy
47,981
+3,558
+8% +$413K 1.99% 7
2020
Q3 		$5.15M Buy
44,423
+8,041
+22% +$934K 2.09% 7
2020
Q2 		$4.2M Buy
36,382
+14,994
+70% +$1.7M 1.94% 8
2020
Q1 		$2.42M Buy
21,388
+640
+3% +$73.1K 1.28% 17
2019
Q4 		$2.36M Buy
20,748
+2,650
+15% +$302K 1.03% 22
2019
Q3 		$2.06M Buy
18,098
+874
+5% +$99.7K 0.97% 24
2019
Q2 		$1.95M Buy
17,224
+2,325
+16% +$260K 0.84% 27
2019
Q1 		$1.66M Hold
14,899
– – 0.88% 28
2018
Q4 		$1.63M Buy
+14,899
New +$1.6M 1% 24

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Portfolio Partners's MUB Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.62% in Q4 2024, buying an estimated $7.84K and bringing the position to 11,893 shares worth $1.27M. The position accounts for 0.23% of the portfolio, ranked #74.

Private Portfolio Partners first reported a position in MUB in Q4 2018 and has held it in 24 quarters since. The position peaked at $10.5M in Q3 2022. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Private Portfolio Partners held 11,893 shares of iShares National Muni Bond ETF worth $1.27M as of Q4 2024.
  • Private Portfolio Partners bought 73 iShares National Muni Bond ETF shares in Q4 2024, an estimated $7.84K.
  • iShares National Muni Bond ETF made up 0.23% of Private Portfolio Partners's portfolio in Q4 2024, its #74 holding.
  • Private Portfolio Partners first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares National Muni Bond ETF position peaked at $10.5M in Q3 2022.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.