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Slocum, Gordon & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Slocum, Gordon & Co’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
Q3 		– Sell
-307
Closed -$32.7K – 147
2024
Q2 		$32.7K Buy
+307
New +$32.7K 0.02% 96

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Slocum, Gordon & Co's MUB Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 307 shares — an estimated $32.7K sold.

Slocum, Gordon & Co first reported a position in MUB in Q2 2024 and held it in 1 quarter. The position peaked at $32.7K in Q2 2024. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • Slocum, Gordon & Co reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Slocum, Gordon & Co sold 307 iShares National Muni Bond ETF shares in Q3 2024, an estimated $32.7K.
  • Slocum, Gordon & Co first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Slocum, Gordon & Co's iShares National Muni Bond ETF position peaked at $32.7K in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.