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Proffitt & Goodson’s iShares National Muni Bond ETF MUB Stock Holding History

Proffitt & Goodson’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 		– Sell
-1,300
Closed -$141K – 291
2024
Q3 		$141K Hold
1,300
– – 0.02% 118
2024
Q2 		$139K Hold
1,300
– – 0.02% 119
2024
Q1 		$140K Buy
+1,300
New +$140K 0.02% 117
2022
Q2 		– Sell
-36,140
Closed -$3.96M – 273
2022
Q1 		$3.96M Buy
36,140
+20,078
+125% +$2.27M 0.72% 22
2021
Q4 		$1.87M Buy
+16,062
New +$1.86M 0.33% 34

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

Proffitt & Goodson's MUB Position: Q4 2024 in Review

Proffitt & Goodson sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 1,300 shares — an estimated $141K sold.

Proffitt & Goodson first reported a position in MUB in Q4 2021 and held it in 5 quarters. The position peaked at $3.96M in Q1 2022. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Proffitt & Goodson reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Proffitt & Goodson sold 1,300 iShares National Muni Bond ETF shares in Q4 2024, an estimated $141K.
  • Proffitt & Goodson first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 5 quarters.
  • Proffitt & Goodson's iShares National Muni Bond ETF position peaked at $3.96M in Q1 2022.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.