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RDA Financial Network’s iShares National Muni Bond ETF MUB Stock Holding History

RDA Financial Network’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
-6,097
Closed -$625K – 232
2023
Q3 		$625K Buy
6,097
+777
+15% +$82K 0.27% 94
2023
Q2 		$568K Sell
5,320
-547
-9% -$58.5K 0.24% 99
2023
Q1 		$632K Sell
5,867
-2,646
-31% -$283K 0.29% 90
2022
Q4 		$898K Sell
8,513
-602
-7% -$62.7K 0.45% 69
2022
Q3 		$935K Buy
9,115
+6,310
+225% +$671K 0.51% 63
2022
Q2 		$298K Sell
2,805
-600
-18% -$64K 0.15% 151
2022
Q1 		$373K Sell
3,405
-1,046
-24% -$118K 0.16% 145
2021
Q4 		$518K Sell
4,451
-4,161
-48% -$483K 0.21% 116
2021
Q3 		$1M Buy
8,612
+5,216
+154% +$611K 0.44% 65
2021
Q2 		$398K Sell
3,396
-308
-8% -$36K 0.18% 134
2021
Q1 		$430K Sell
3,704
-1,970
-35% -$230K 0.18% 131
2020
Q4 		$665K Buy
5,674
+16
+0.3% +$1.86K 0.3% 87
2020
Q3 		$656K Sell
5,658
-251
-4% -$29.2K 0.3% 87
2020
Q2 		$682K Sell
5,909
-368
-6% -$41.8K 0.34% 76
2020
Q1 		$709K Sell
6,277
-41
-0.6% -$4.68K 0.43% 64
2019
Q4 		$731K Buy
6,318
+1,039
+20% +$118K 0.3% 86
2019
Q3 		$600K Sell
5,279
-2,781
-35% -$317K 0.26% 100
2019
Q2 		$911K Buy
+8,060
New +$902K 0.41% 68

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RDA Financial Network's MUB Position: Q4 2023 in Review

RDA Financial Network sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 6,097 shares — an estimated $625K sold.

RDA Financial Network first reported a position in MUB in Q2 2019 and held it in 18 quarters. The position peaked at $1M in Q3 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • RDA Financial Network reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • RDA Financial Network sold 6,097 iShares National Muni Bond ETF shares in Q4 2023, an estimated $625K.
  • RDA Financial Network first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 18 quarters.
  • RDA Financial Network's iShares National Muni Bond ETF position peaked at $1M in Q3 2021.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on RDA Financial Network's 13F filing for Q4 2023, filed 12 Jan 2024.