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Strategic Financial Concepts’s iShares National Muni Bond ETF MUB Stock Holding History

Strategic Financial Concepts’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
-21,591
Closed -$201 – 533
2024
Q2 		$201 Buy
+21,591
New +$2.3M ﹤0.01% 717

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
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

Strategic Financial Concepts's MUB Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 21,591 shares — an estimated $201 sold.

Strategic Financial Concepts first reported a position in MUB in Q2 2024 and held it in 1 quarter. The position peaked at $201 in Q2 2024. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 21,591 iShares National Muni Bond ETF shares in Q3 2024, an estimated $201.
  • Strategic Financial Concepts first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares National Muni Bond ETF position peaked at $201 in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.