Strategic Equity Management’s iShares National Muni Bond ETF MUB Stock Holding History

Strategic Equity 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
2023 Q4	–	Sell	-43,527	Closed	-$4.46M	–	38
2023 Q3	$4.46M	Buy	43,527 +564	+1%	+$59.5K	1.68%	13
2023 Q2	$4.59M	Sell	42,963 -253	-0.6%	-$27K	1.57%	15
2023 Q1	$4.66M	Buy	+43,216	New	+$4.62M	1.66%	17
2022 Q4	–	Sell	-98,982	Closed	-$10.2M	–	39
2022 Q3	$10.2M	Buy	+98,982	New	+$10.5M	4.2%	7
2022 Q2	–	Sell	-55,170	Closed	-$6.05M	–	49
2022 Q1	$6.05M	Sell	55,170 -29,074	-35%	-$3.28M	2.18%	17
2021 Q4	$9.8M	Buy	+84,244	New	+$9.78M	3.06%	12

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

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

Strategic Equity Management's MUB Position: Q4 2023 in Review

Strategic Equity Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 43,527 shares — an estimated $4.46M sold.

Strategic Equity Management first reported a position in MUB in Q4 2021 and held it in 6 quarters. The position peaked at $10.2M in Q3 2022. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Strategic Equity Management reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Strategic Equity Management sold 43,527 iShares National Muni Bond ETF shares in Q4 2023, an estimated $4.46M.
Strategic Equity Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 6 quarters.
Strategic Equity Management's iShares National Muni Bond ETF position peaked at $10.2M in Q3 2022.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Strategic Equity Management's 13F filing for Q4 2023, filed 7 Feb 2024.