Royal Harbor Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Royal Harbor Partners’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 Q2	–	Sell	-2,060	Closed	-$222K	–	57
2024 Q1	$222K	Hold	2,060	–	–	0.1%	49
2023 Q4	$223K	Sell	2,060 -9,123	-82%	-$953K	0.1%	49
2023 Q3	$1.15M	Buy	11,183 +9,123	+443%	+$962K	0.6%	25
2023 Q2	$220K	Hold	2,060	–	–	0.11%	69
2023 Q1	$222K	Hold	2,060	–	–	0.12%	72
2022 Q4	$217K	Hold	2,060	–	–	0.13%	67
2022 Q3	$211K	Hold	2,060	–	–	0.14%	70
2022 Q2	$219K	Hold	2,060	–	–	0.15%	62
2022 Q1	$226K	Hold	2,060	–	–	0.14%	73
2021 Q4	$240K	Hold	2,060	–	–	0.15%	74
2021 Q3	$239K	Hold	2,060	–	–	0.17%	75
2021 Q2	$241K	Hold	2,060	–	–	0.16%	70
2021 Q1	$239K	Hold	2,060	–	–	0.18%	67
2020 Q4	$241K	Hold	2,060	–	–	0.2%	78
2020 Q3	$239K	Hold	2,060	–	–	0.22%	74
2020 Q2	$238K	Hold	2,060	–	–	0.24%	73
2020 Q1	$233K	Sell	2,060 -3,183	-61%	-$363K	0.27%	61
2019 Q4	$597K	Buy	+5,243	New	+$597K	0.57%	36

Other funds holding MUB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Harbor Partners's MUB Position: Q2 2024 in Review

Royal Harbor Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 2,060 shares — an estimated $222K sold.

Royal Harbor Partners first reported a position in MUB in Q4 2019 and held it in 18 quarters. The position peaked at $1.15M in Q3 2023. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Royal Harbor Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Royal Harbor Partners sold 2,060 iShares National Muni Bond ETF shares in Q2 2024, an estimated $222K.
Royal Harbor Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 18 quarters.
Royal Harbor Partners's iShares National Muni Bond ETF position peaked at $1.15M in Q3 2023.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Royal Harbor Partners's 13F filing for Q2 2024, filed 31 Jul 2024.