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

Strategic Financial Planning’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 Q3	–	Sell	-2,056	Closed	-$219K	–	32
2023 Q2	$219K	Sell	2,056 -64	-3%	-$6.84K	0.19%	30
2023 Q1	$228K	Hold	2,120	–	–	0.21%	31
2022 Q4	$224K	Buy	+2,120	New	+$221K	0.22%	31
2022 Q1	–	Sell	-2,861	Closed	-$333K	–	34
2021 Q4	$333K	Sell	2,861 -1,692	-37%	-$196K	0.24%	29
2021 Q3	$529K	Sell	4,553 -14	-0.3%	-$1.64K	0.39%	26
2021 Q2	$535K	Sell	4,567 -19	-0.4%	-$2.22K	0.39%	27
2021 Q1	$532K	Buy	4,586 +791	+21%	+$92.3K	0.4%	26
2020 Q4	$445K	Buy	3,795 +978	+35%	+$114K	0.39%	26
2020 Q3	$327K	Buy	2,817 +285	+11%	+$33.1K	0.34%	27
2020 Q2	$292K	Buy	2,532 +277	+12%	+$31.4K	0.33%	28
2020 Q1	$255K	Sell	2,255 -161	-7%	-$18.4K	0.34%	28
2019 Q4	$275K	Buy	+2,416	New	+$275K	0.27%	28

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSIA

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

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

Strategic Financial Planning's MUB Position: Q3 2023 in Review

Strategic Financial Planning sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 2,056 shares — an estimated $219K sold.

Strategic Financial Planning first reported a position in MUB in Q4 2019 and held it in 12 quarters. The position peaked at $535K in Q2 2021. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Strategic Financial Planning reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Strategic Financial Planning sold 2,056 iShares National Muni Bond ETF shares in Q3 2023, an estimated $219K.
Strategic Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 12 quarters.
Strategic Financial Planning's iShares National Muni Bond ETF position peaked at $535K in Q2 2021.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Strategic Financial Planning's 13F filing for Q3 2023, filed 9 Nov 2023.