Simplicity Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Simplicity Solutions’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	$4.78M	Buy	44,131 +33,648	+321%	+$3.52M	0.13%	139
2023 Q3	$1.07M	Sell	10,483 -19,089	-65%	-$2.01M	0.03%	398
2023 Q2	$3.16M	Buy	29,572 +19,663	+198%	+$2.1M	0.09%	213
2023 Q1	$1.07M	Buy	+9,909	New	+$1.06M	0.03%	467
2022 Q3	–	Sell	-108,072	Closed	-$11.5M	–	686
2022 Q2	$11.5M	Buy	108,072 +67,475	+166%	+$7.2M	1.49%	7
2022 Q1	$4.45M	Sell	40,597 -43,297	-52%	-$4.89M	0.55%	35
2021 Q4	$9.76M	Buy	83,894 +59,408	+243%	+$6.9M	1.09%	10
2021 Q3	$2.85M	Buy	24,486 +16,477	+206%	+$1.93M	0.44%	47
2021 Q2	$939K	Sell	8,009 -1,117	-12%	-$131K	0.19%	118
2021 Q1	$1.06M	Sell	9,126 -331,793	-97%	-$38.7M	0.23%	95
2020 Q4	$40M	Buy	340,919 +74,508	+28%	+$8.66M	0.59%	36
2020 Q3	$30.9M	Buy	266,411 +116,165	+77%	+$13.5M	0.57%	36
2020 Q2	$17.3M	Buy	150,246 +38,936	+35%	+$4.42M	0.34%	67
2020 Q1	$12.6M	Buy	111,310 +6,189	+6%	+$706K	0.39%	52
2019 Q4	$12M	Buy	105,121 +19,490	+23%	+$2.22M	0.36%	54
2019 Q3	$9.77M	Buy	85,631 +8,481	+11%	+$968K	0.4%	44
2019 Q2	$8.72M	Buy	77,150 +44,664	+137%	+$5M	0.37%	44
2019 Q1	$3.61M	Buy	32,486 +29,230	+898%	+$3.21M	0.22%	97
2018 Q4	$355K	Sell	3,256 -69,177	-96%	-$7.44M	0.05%	397
2018 Q3	$7.82M	Buy	72,433 +2,241	+3%	+$244K	0.45%	38
2018 Q2	$7.65M	Buy	70,192 +4,014	+6%	+$436K	0.55%	30
2018 Q1	$7.21M	Buy	66,178 +2,322	+4%	+$253K	0.62%	30
2017 Q4	$7.07M	Buy	+63,856	New	+$7.07M	0.69%	29
2017 Q3	–	Sell	-66,768	Closed	-$7.35M	–	322
2017 Q2	$7.35M	Buy	66,768 +4,231	+7%	+$465K	0.87%	20
2017 Q1	$6.81M	Sell	62,537 -116,853	-65%	-$12.7M	1.05%	11
2016 Q4	$19.4M	Buy	179,390 +166,672	+1,311%	+$18.3M	4.48%	4
2016 Q3	$1.43M	Buy	+12,718	New	+$1.44M	0.7%	33
2016 Q1	–	Sell	-5,650	Closed	-$626K	–	395
2015 Q4	$626K	Buy	+5,650	New	+$620K	0.07%	385

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

Simplicity Solutions's MUB Position: Q4 2023 in Review

Simplicity Solutions increased its iShares National Muni Bond ETF (MUB) stake by 321% in Q4 2023, buying an estimated $3.52M and bringing the position to 44,131 shares worth $4.78M. The position accounts for 0.13% of the portfolio, ranked #139.

Simplicity Solutions first reported a position in MUB in Q4 2015 and has held it in 28 quarters since. The position peaked at $40M in Q4 2020. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Simplicity Solutions held 44,131 shares of iShares National Muni Bond ETF worth $4.78M as of Q4 2023.
Simplicity Solutions bought 33,648 iShares National Muni Bond ETF shares in Q4 2023, an estimated $3.52M.
iShares National Muni Bond ETF made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #139 holding.
Simplicity Solutions first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 28 quarters since.
Simplicity Solutions's iShares National Muni Bond ETF position peaked at $40M in Q4 2020.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.