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Prostatis Group’s iShares National Muni Bond ETF MUB Stock Holding History

Prostatis Group’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
Q3 		– Sell
-32,489
Closed -$48.3K – 184
2023
Q2 		$48.3K Buy
+32,489
New +$3.47M 0.02% 182
2020
Q2 		– Sell
-1,934
Closed -$219K – 73
2020
Q1 		$219K Sell
1,934
-336
-15% -$38.4K 0.31% 47
2019
Q4 		$259K Buy
+2,270
New +$259K 0.23% 73

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prostatis Group's MUB Position: Q3 2023 in Review

Prostatis Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 32,489 shares — an estimated $48.3K sold.

Prostatis Group first reported a position in MUB in Q4 2019 and held it in 3 quarters. The position peaked at $259K in Q4 2019. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

  • Prostatis Group reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 32,489 iShares National Muni Bond ETF shares in Q3 2023, an estimated $48.3K.
  • Prostatis Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Prostatis Group's iShares National Muni Bond ETF position peaked at $259K in Q4 2019.
  • 1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.