Steward Partners Investment Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Steward Partners Investment 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
2024 Q1	$2.38M	Buy	+22,140	New	+$2.39M	0.4%	58

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

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

Steward Partners Investment Solutions's MUB Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2024: 22,140 shares worth $2.38M. The stake represents 0.4% of the portfolio and ranks #58 among its holdings.

1,372 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

Steward Partners Investment Solutions held 22,140 shares of iShares National Muni Bond ETF worth $2.38M as of Q1 2024.
iShares National Muni Bond ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares National Muni Bond ETF made up 0.4% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #58 holding.
1,372 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.