Ropes Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Ropes Wealth 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
2023 Q3	$537K	Buy	5,237 +195	+4%	+$20.6K	0.1%	152
2023 Q2	$538K	Sell	5,042 -67	-1%	-$7.16K	0.09%	167
2023 Q1	$550K	Buy	5,109 +67	+1%	+$7.16K	0.1%	168
2022 Q4	$532K	Hold	5,042	–	–	0.1%	165
2022 Q3	$517K	Buy	+5,042	New	+$536K	0.11%	149
2021 Q1	–	Sell	-1,675	Closed	-$196K	–	587
2020 Q4	$196K	Hold	1,675	–	–	0.03%	235
2020 Q3	$194K	Sell	1,675 -1,300	-44%	-$151K	0.04%	204
2020 Q2	$343K	Hold	2,975	–	–	0.07%	160
2020 Q1	$336K	Buy	+2,975	New	+$340K	0.09%	144
2017 Q3	–	Sell	-421	Closed	-$46K	–	712
2017 Q2	$46K	Hold	421	–	–	0.01%	342
2017 Q1	$46K	Sell	421 -159	-27%	-$17.2K	0.01%	341
2016 Q4	$63K	Buy	+580	New	+$63.5K	0.02%	293

Other funds holding MUB

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

CSIA

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

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

Ropes Wealth Advisors's MUB Position: Q3 2023 in Review

Ropes Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q3 2023, buying an estimated $20.6K and bringing the position to 5,237 shares worth $537K. The position accounts for 0.1% of the portfolio, ranked #152.

Ropes Wealth Advisors first reported a position in MUB in Q4 2016 and has held it in 12 quarters since. The position peaked at $550K in Q1 2023. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Ropes Wealth Advisors held 5,237 shares of iShares National Muni Bond ETF worth $537K as of Q3 2023.
Ropes Wealth Advisors bought 195 iShares National Muni Bond ETF shares in Q3 2023, an estimated $20.6K.
iShares National Muni Bond ETF made up 0.1% of Ropes Wealth Advisors's portfolio in Q3 2023, its #152 holding.
Ropes Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 12 quarters since.
Ropes Wealth Advisors's iShares National Muni Bond ETF position peaked at $550K in Q1 2023.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.