Smith Salley Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Smith Salley Wealth Management’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 Q1	–	Sell	-7,419	Closed	-$804K	–	246
2023 Q4	$804K	Hold	7,419	–	–	0.05%	153
2023 Q3	$761K	Sell	7,419 -2,599	-26%	-$274K	0.06%	146
2023 Q2	$1.07M	Buy	10,018 +4,157	+71%	+$444K	0.08%	122
2023 Q1	$631K	Buy	5,861 +1,780	+44%	+$190K	0.05%	153
2022 Q4	$431K	Buy	+4,081	New	+$425K	0.04%	173
2022 Q3	–	Sell	-8,456	Closed	-$899K	–	227
2022 Q2	$899K	Sell	8,456 -5,094	-38%	-$544K	0.08%	134
2022 Q1	$1.49M	Hold	13,550	–	–	0.11%	118
2021 Q4	$1.58M	Hold	13,550	–	–	0.11%	125
2021 Q3	$1.57M	Hold	13,550	–	–	0.12%	117
2021 Q2	$1.59M	Sell	13,550 -38	-0.3%	-$4.44K	0.13%	116
2021 Q1	$1.58M	Buy	+13,588	New	+$1.58M	0.14%	102

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

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

CSIA

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

Smith Salley Wealth Management's MUB Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 7,419 shares — an estimated $804K sold.

Smith Salley Wealth Management first reported a position in MUB in Q1 2021 and held it in 11 quarters. The position peaked at $1.59M in Q2 2021. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Smith Salley Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Smith Salley Wealth Management sold 7,419 iShares National Muni Bond ETF shares in Q1 2024, an estimated $804K.
Smith Salley Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 11 quarters.
Smith Salley Wealth Management's iShares National Muni Bond ETF position peaked at $1.59M in Q2 2021.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.