Proficio Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Proficio Capital 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
2023 Q4	–	Sell	-4,024	Closed	-$413K	–	319
2023 Q3	$413K	Buy	+4,024	New	+$424K	0.06%	165
2022 Q1	–	Sell	-17,330	Closed	-$2.02M	–	320
2021 Q4	$2.02M	Hold	17,330	–	–	0.28%	68
2021 Q3	$2.01M	Hold	17,330	–	–	0.26%	67
2021 Q2	$2.03M	Hold	17,330	–	–	0.25%	61
2021 Q1	$2.01M	Buy	+17,330	New	+$2.02M	0.26%	59
2019 Q1	–	Sell	-280	Closed	-$31K	–	1742
2018 Q4	$31K	Buy	+280	New	+$30.1K	0.01%	427
2017 Q1	–	Sell	-2,795	Closed	-$302K	–	1339
2016 Q4	$302K	Buy	2,795 +1,555	+125%	+$170K	0.13%	112
2016 Q3	$140K	Sell	1,240 -270	-18%	-$30.6K	0.08%	154
2016 Q2	$171K	Buy	+1,510	New	+$170K	0.11%	139

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Proficio Capital Partners's MUB Position: Q4 2023 in Review

Proficio Capital Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 4,024 shares — an estimated $413K sold.

Proficio Capital Partners first reported a position in MUB in Q2 2016 and held it in 9 quarters. The position peaked at $2.03M in Q2 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Proficio Capital Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Proficio Capital Partners sold 4,024 iShares National Muni Bond ETF shares in Q4 2023, an estimated $413K.
Proficio Capital Partners first reported a position in iShares National Muni Bond ETF in Q2 2016 and held it in 9 quarters.
Proficio Capital Partners's iShares National Muni Bond ETF position peaked at $2.03M in Q2 2021.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Proficio Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.