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

Sterling 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
Q4 		$374K Sell
3,506
-896
-20% -$96.3K 0.14% 76
2024
Q3 		$478K Sell
4,402
-224
-5% -$24.1K 0.18% 65
2024
Q2 		$493K Buy
4,626
+803
+21% +$85.5K 0.23% 55
2024
Q1 		$411K Buy
3,823
+1,173
+44% +$127K 0.2% 62
2023
Q4 		$287K Buy
+2,650
New +$277K 0.16% 73

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Wealth Management's MUB Position: Q4 2024 in Review

Sterling Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q4 2024, selling an estimated $96.3K and leaving 3,506 shares worth $374K. The position accounts for 0.14% of the portfolio, ranked #76.

Sterling Wealth Management first reported a position in MUB in Q4 2023 and has held it in 5 quarters since. The position peaked at $493K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Sterling Wealth Management held 3,506 shares of iShares National Muni Bond ETF worth $374K as of Q4 2024.
  • Sterling Wealth Management sold 896 iShares National Muni Bond ETF shares in Q4 2024, an estimated $96.3K.
  • iShares National Muni Bond ETF made up 0.14% of Sterling Wealth Management's portfolio in Q4 2024, its #76 holding.
  • Sterling Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Sterling Wealth Management's iShares National Muni Bond ETF position peaked at $493K in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Sterling Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.