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Sugarloaf Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$247K Hold
2,321
– – 0.05% 143
2024
Q3 		$252K Sell
2,321
-125
-5% -$13.5K 0.05% 131
2024
Q2 		$261K Buy
+2,446
New +$261K 0.05% 121
2024
Q1 		– Sell
-250
Closed -$27.1K – 706
2023
Q4 		$27.1K Sell
250
-1,374
-85% -$144K 0.01% 353
2023
Q3 		$167K Sell
1,624
-593
-27% -$62.5K 0.04% 151
2023
Q2 		$237K Sell
2,217
-905
-29% -$96.7K 0.06% 113
2023
Q1 		$336K Sell
3,122
-1,056
-25% -$113K 0.08% 99
2022
Q4 		$441K Sell
4,178
-2,962
-41% -$309K 0.11% 81
2022
Q3 		$733K Buy
7,140
+598
+9% +$63.6K 0.19% 59
2022
Q2 		$696K Sell
6,542
-356
-5% -$38K 0.17% 57
2022
Q1 		$756K Buy
6,898
+71
+1% +$8.01K 0.18% 53
2021
Q4 		$794K Buy
6,827
+2,423
+55% +$281K 0.19% 53
2021
Q3 		$512K Sell
4,404
-1,921
-30% -$225K 0.13% 65
2021
Q2 		$741K Buy
6,325
+5,521
+687% +$645K 0.2% 54
2021
Q1 		$633 Sell
804
-25,409
-97% -$2.96M 0.19% 58
2020
Q4 		$3.07M Buy
26,213
+748
+3% +$86.9K 1.03% 16
2020
Q3 		$2.95M Buy
25,465
+7,222
+40% +$839K 1.08% 15
2020
Q2 		$2.16M Buy
18,243
+3,164
+21% +$359K 0.83% 18
2020
Q1 		$1.7M Buy
15,079
+11,449
+315% +$1.31M 0.76% 20
2019
Q4 		$413K Buy
+3,630
New +$413K 0.18% 85

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

Sugarloaf Wealth Management's MUB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q4 2024 at 2,321 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #143.

Sugarloaf Wealth Management first reported a position in MUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.07M in Q4 2020. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Sugarloaf Wealth Management held 2,321 shares of iShares National Muni Bond ETF worth $247K as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q4 2024.
  • iShares National Muni Bond ETF made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #143 holding.
  • Sugarloaf Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's iShares National Muni Bond ETF position peaked at $3.07M in Q4 2020.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.