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Processus Wealth & Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Processus Wealth & Capital Management’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
Q1 		– Sell
-53,383
Closed -$5.79M – 37
2023
Q4 		$5.79M Buy
+53,383
New +$5.58M 5.78% 4

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Processus Wealth & Capital Management's MUB Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 53,383 shares — an estimated $5.79M sold.

Processus Wealth & Capital Management first reported a position in MUB in Q4 2023 and held it in 1 quarter. The position peaked at $5.79M in Q4 2023. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Processus Wealth & Capital Management reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 53,383 iShares National Muni Bond ETF shares in Q1 2024, an estimated $5.79M.
  • Processus Wealth & Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Processus Wealth & Capital Management's iShares National Muni Bond ETF position peaked at $5.79M in Q4 2023.
  • 1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.