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

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