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Strengthening Families & Communities LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Strengthening Families & Communities LLC’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
Q4 		– Sell
-4
Closed -$440 – 480
2024
Q3 		$440 Hold
4
– – ﹤0.01% 547
2024
Q2 		$0 Buy
+4
New +$426 ﹤0.01% 615
2023
Q1 		– Sell
-12
Closed -$1K – 393
2022
Q4 		$1K Buy
+12
New +$1.25K ﹤0.01% 329

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strengthening Families & Communities LLC's MUB Position: Q4 2024 in Review

Strengthening Families & Communities LLC sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 4 shares — an estimated $440 sold.

Strengthening Families & Communities LLC first reported a position in MUB in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Strengthening Families & Communities LLC reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 4 iShares National Muni Bond ETF shares in Q4 2024, an estimated $440.
  • Strengthening Families & Communities LLC first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 3 quarters.
  • Strengthening Families & Communities LLC's iShares National Muni Bond ETF position peaked at $1K in Q4 2022.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2024, filed 29 Jan 2025.