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Stonebrook Private’s iShares National Muni Bond ETF MUB Stock Holding History

Stonebrook Private’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
-9,337
Closed -$1.01M – 217
2023
Q4 		$1.01M Buy
+9,337
New +$976K 0.34% 63

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
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

Stonebrook Private's MUB Position: Q1 2024 in Review

Stonebrook Private sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 9,337 shares — an estimated $1.01M sold.

Stonebrook Private first reported a position in MUB in Q4 2023 and held it in 1 quarter. The position peaked at $1.01M in Q4 2023. 1,372 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Stonebrook Private reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Stonebrook Private sold 9,337 iShares National Muni Bond ETF shares in Q1 2024, an estimated $1.01M.
  • Stonebrook Private first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Stonebrook Private's iShares National Muni Bond ETF position peaked at $1.01M in Q4 2023.
  • 1,372 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Stonebrook Private's 13F filing for Q1 2024, filed 7 May 2024.