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

Resource Planning 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 Q4	$316K	Buy	+2,912	New	+$304K	0.2%	58

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

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

Resource Planning Group's MUB Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2023: 2,912 shares worth $316K. The stake represents 0.2% of the portfolio and ranks #58 among its holdings.

1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Resource Planning Group held 2,912 shares of iShares National Muni Bond ETF worth $316K as of Q4 2023.
iShares National Muni Bond ETF was a new Resource Planning Group position in Q4 2023.
iShares National Muni Bond ETF made up 0.2% of Resource Planning Group's portfolio in Q4 2023, its #58 holding.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.