Summit Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Summit Asset 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 Q2	–	Sell	-2,180	Closed	-$235K	–	160
2024 Q1	$235K	Hold	2,180	–	–	0.05%	145
2023 Q4	$236K	Sell	2,180 -570	-21%	-$59.6K	0.06%	141
2023 Q3	$282K	Hold	2,750	–	–	0.08%	123
2023 Q2	$294K	Hold	2,750	–	–	0.08%	121
2023 Q1	$296K	Hold	2,750	–	–	0.08%	121
2022 Q4	$290K	Hold	2,750	–	–	0.08%	122
2022 Q3	$282K	Sell	2,750 -935	-25%	-$99.4K	0.09%	116
2022 Q2	$392K	Sell	3,685 -4,190	-53%	-$447K	0.12%	98
2022 Q1	$863K	Buy	+7,875	New	+$889K	0.25%	58

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

Fidelity Investments

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

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

Creative Planning

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

Bank of New York Mellon

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

JP Morgan Chase

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

Wealthfront Advisers

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return