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Richard Bernstein Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Richard Bernstein Advisors’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 		– Sell
-247
Closed -$26.8K – 226
2023
Q4 		$26.8K Buy
+247
New +$25.8K ﹤0.01% 206
2020
Q4 		– Sell
-332
Closed -$38K – 282
2020
Q3 		$38K Buy
332
+284
+592% +$33K ﹤0.01% 238
2020
Q2 		$5K Buy
+48
New +$5.45K ﹤0.01% 243

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
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

Richard Bernstein Advisors's MUB Position: Q1 2024 in Review

Richard Bernstein Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 247 shares — an estimated $26.8K sold.

Richard Bernstein Advisors first reported a position in MUB in Q2 2020 and held it in 3 quarters. The position peaked at $38K in Q3 2020. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Richard Bernstein Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Richard Bernstein Advisors sold 247 iShares National Muni Bond ETF shares in Q1 2024, an estimated $26.8K.
  • Richard Bernstein Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 3 quarters.
  • Richard Bernstein Advisors's iShares National Muni Bond ETF position peaked at $38K in Q3 2020.
  • 1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Richard Bernstein Advisors's 13F filing for Q1 2024, filed 9 May 2024.