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

Retirement 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
2024 Q1	$4.52K	Hold	42	–	–	﹤0.01%	576
2023 Q4	$4.55K	Hold	42	–	–	﹤0.01%	543
2023 Q3	$4.31K	Buy	+42	New	+$4.43K	﹤0.01%	501
2022 Q1	–	Sell	-94	Closed	-$11K	–	799
2021 Q4	$11K	Hold	94	–	–	﹤0.01%	414
2021 Q3	$11K	Hold	94	–	–	0.01%	373
2021 Q2	$11K	Buy	94 +6	+7%	+$701	0.01%	396
2021 Q1	$10K	Hold	88	–	–	﹤0.01%	469
2020 Q4	$10K	Sell	88 -1,382	-94%	-$161K	﹤0.01%	432
2020 Q3	$170K	Hold	1,470	–	–	0.1%	133
2020 Q2	$170K	Buy	+1,470	New	+$167K	0.11%	120
2019 Q4	$219K	Buy	+1,923	New	+$219K	0.14%	102

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

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

Retirement Group's MUB Position: Q1 2024 in Review

Retirement Group held its iShares National Muni Bond ETF (MUB) position steady in Q1 2024 at 42 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Retirement Group first reported a position in MUB in Q4 2019 and has held it in 11 quarters since. The position peaked at $219K in Q4 2019. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Retirement Group held 42 shares of iShares National Muni Bond ETF worth $4.52K as of Q1 2024.
Retirement Group left its iShares National Muni Bond ETF share count unchanged in Q1 2024.
iShares National Muni Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #576 holding.
Retirement Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 11 quarters since.
Retirement Group's iShares National Muni Bond ETF position peaked at $219K in Q4 2019.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.