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RiverGlades Family Offices’s iShares National Muni Bond ETF MUB Stock Holding History

RiverGlades Family Offices’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
-4,005
Closed -$411K – 79
2023
Q3 		$411K Sell
4,005
-5,900
-60% -$622K 0.36% 44
2023
Q2 		$1.06M Buy
+9,905
New +$1.06M 0.94% 25
2023
Q1 		– Sell
-2,725
Closed -$288K – 77
2022
Q4 		$288K Buy
+2,725
New +$284K 0.26% 57
2022
Q2 		$364K Sell
3,420
-11,835
-78% -$1.26M 0.34% 46
2022
Q1 		$1.67M Sell
15,255
-4,125
-21% -$466K 1.26% 21
2021
Q4 		$2.25M Sell
19,380
-560
-3% -$65K 1.63% 15
2021
Q3 		$2.32M Hold
19,940
– – 1.81% 13
2021
Q2 		$2.34M Sell
19,940
-125
-0.6% -$14.6K 1.81% 12
2021
Q1 		$2.33M Sell
20,065
-435
-2% -$50.7K 1.89% 13
2020
Q4 		$2.4M Buy
20,500
+90
+0.4% +$10.5K 2.04% 11
2020
Q3 		$2.37M Buy
20,410
+200
+1% +$23.2K 2.26% 14
2020
Q2 		$2.33M Sell
20,210
-625
-3% -$70.9K 2.39% 13
2020
Q1 		$2.35M Buy
20,835
+50
+0.2% +$5.71K 2.51% 11
2019
Q4 		$2.37M Sell
20,785
-500
-2% -$57K 2.04% 14
2019
Q3 		$2.43M Sell
21,285
-410
-2% -$46.8K 2.17% 13
2019
Q2 		$2.45M Buy
+21,695
New +$2.43M 2.19% 13
2019
Q1 		– Hold
0
– – – 12
2018
Q3 		– Hold
0
– – – 10
2018
Q2 		– Hold
0
– – – 10
2018
Q1 		– Sell
-53,450
Closed -$5.83M – 7
2017
Q4 		$5.92M Buy
+53,450
New +$5.91M 4.86% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
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

RiverGlades Family Offices's MUB Position: Q4 2023 in Review

RiverGlades Family Offices sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 4,005 shares — an estimated $411K sold.

RiverGlades Family Offices first reported a position in MUB in Q4 2017 and held it in 17 quarters. The position peaked at $5.92M in Q4 2017. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • RiverGlades Family Offices reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • RiverGlades Family Offices sold 4,005 iShares National Muni Bond ETF shares in Q4 2023, an estimated $411K.
  • RiverGlades Family Offices first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 17 quarters.
  • RiverGlades Family Offices's iShares National Muni Bond ETF position peaked at $5.92M in Q4 2017.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on RiverGlades Family Offices's 13F filing for Q4 2023, filed 14 Feb 2024.