Simon Quick Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Simon Quick 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 Q4	–	Sell	-3,799	Closed	-$390K	–	368
2023 Q3	$390K	Sell	3,799 -797	-17%	-$84.1K	0.04%	193
2023 Q2	$491K	Hold	4,596	–	–	0.05%	159
2023 Q1	$495K	Sell	4,596 -600	-12%	-$64.1K	0.05%	152
2022 Q4	$548K	Buy	5,196 +962	+23%	+$100K	0.07%	127
2022 Q3	$434K	Hold	4,234	–	–	0.06%	126
2022 Q2	$457K	Buy	4,234 +4,208	+16,185%	+$449K	0.06%	121
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	327
2021 Q4	$3K	Buy	26 +1	+4%	+$116	﹤0.01%	344
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	400
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	423
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	431
2020 Q4	$3K	Sell	25 -1	-4%	-$116	﹤0.01%	411
2020 Q3	$3K	Hold	26	–	–	﹤0.01%	392
2020 Q2	$3K	Sell	26 -1	-4%	-$114	﹤0.01%	395
2020 Q1	$3K	Sell	27 -230	-89%	-$26.3K	﹤0.01%	395
2019 Q4	$29K	Sell	257 -20	-7%	-$2.28K	0.01%	290
2019 Q3	$32K	Buy	277 +145	+110%	+$16.5K	0.01%	210
2019 Q2	$14.9K	Buy	132 +13	+11%	+$1.46K	0.01%	200
2019 Q1	$13K	Buy	+119	New	+$13.1K	0.01%	332

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Simon Quick Advisors's MUB Position: Q4 2023 in Review

Simon Quick Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 3,799 shares — an estimated $390K sold.

Simon Quick Advisors first reported a position in MUB in Q1 2019 and held it in 19 quarters. The position peaked at $548K in Q4 2022. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Simon Quick Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Simon Quick Advisors sold 3,799 iShares National Muni Bond ETF shares in Q4 2023, an estimated $390K.
Simon Quick Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 19 quarters.
Simon Quick Advisors's iShares National Muni Bond ETF position peaked at $548K in Q4 2022.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Simon Quick Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.