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Steele Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Steele Capital 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
Q3 		– Sell
-4,592
Closed -$489K – 125
2024
Q2 		$489K Buy
+4,592
New +$489K 0.03% 104

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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

Steele Capital Management's MUB Position: Q3 2024 in Review

Steele Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 4,592 shares — an estimated $489K sold.

Steele Capital Management first reported a position in MUB in Q2 2024 and held it in 1 quarter. The position peaked at $489K in Q2 2024. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • Steele Capital Management reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 4,592 iShares National Muni Bond ETF shares in Q3 2024, an estimated $489K.
  • Steele Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Steele Capital Management's iShares National Muni Bond ETF position peaked at $489K in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.