Sunburst Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Sunburst Financial Group’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	-2,075	Closed	-$222K	–	115
2024 Q1	$222K	Hold	2,075	–	–	0.06%	100
2023 Q4	$225K	Buy	+2,075	New	+$217K	0.07%	95
2023 Q3	–	Sell	-19,202	Closed	-$2.05M	–	89
2023 Q2	$2.05M	Sell	19,202 -3,588	-16%	-$384K	0.72%	27
2023 Q1	$2.46M	Sell	22,790 -435	-2%	-$46.5K	0.91%	22
2022 Q4	$2.45M	Buy	23,225 +17,183	+284%	+$1.79M	0.98%	22
2022 Q3	$620K	Sell	6,042 -413	-6%	-$43.9K	0.3%	40
2022 Q2	$687K	Buy	6,455 +4,006	+164%	+$427K	0.33%	38
2022 Q1	$269K	Buy	2,449 +181	+8%	+$20.4K	0.13%	64
2021 Q4	$264K	Buy	+2,268	New	+$263K	0.13%	61

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sunburst Financial Group's MUB Position: Q2 2024 in Review

Sunburst Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 2,075 shares — an estimated $222K sold.

Sunburst Financial Group first reported a position in MUB in Q4 2021 and held it in 9 quarters. The position peaked at $2.46M in Q1 2023. 1,347 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Sunburst Financial Group reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Sunburst Financial Group sold 2,075 iShares National Muni Bond ETF shares in Q2 2024, an estimated $222K.
Sunburst Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 9 quarters.
Sunburst Financial Group's iShares National Muni Bond ETF position peaked at $2.46M in Q1 2023.
1,347 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Sunburst Financial Group's 13F filing for Q2 2024, filed 12 Jul 2024.