Sunesis Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Sunesis Advisors’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
2023 Q4	–	Sell	-17,257	Closed	-$1.77M	–	74
2023 Q3	$1.77M	Buy	+17,257	New	+$1.82M	1.25%	10
2023 Q1	$1.86M	Hold	17,257	–	–	1.34%	9
2022 Q4	$1.82M	Hold	17,257	–	–	1.17%	13
2022 Q3	$1.77M	Hold	17,257	–	–	1.22%	13
2022 Q2	$1.83M	Hold	17,257	–	–	1.19%	14
2022 Q1	$1.89M	Hold	17,257	–	–	1.1%	17
2021 Q4	$2.01M	Hold	17,257	–	–	1.47%	12
2021 Q3	$2M	Hold	17,257	–	–	1.55%	13
2021 Q2	$2.02M	Hold	17,257	–	–	1.55%	14
2021 Q1	$2M	Hold	17,257	–	–	1.6%	14
2020 Q4	$2.02M	Hold	17,257	–	–	1.64%	13
2020 Q3	$2M	Hold	17,257	–	–	1.78%	12
2020 Q2	$1.99M	Hold	17,257	–	–	1.83%	11
2020 Q1	$1.95M	Hold	17,257	–	–	1.96%	12
2019 Q4	$1.97M	Hold	17,257	–	–	1.79%	11
2019 Q3	$1.97M	Hold	17,257	–	–	2.04%	11
2019 Q2	$1.95M	Hold	17,257	–	–	2.09%	10
2019 Q1	$1.92M	Hold	17,257	–	–	1.93%	13
2018 Q4	$1.88M	Hold	17,257	–	–	2.05%	13
2018 Q3	$1.86M	Hold	17,257	–	–	1.88%	13
2018 Q2	$1.88M	Buy	+17,257	New	+$1.87M	2.31%	11

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Sunesis Advisors's MUB Position: Q4 2023 in Review

Sunesis Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 17,257 shares — an estimated $1.77M sold.

Sunesis Advisors first reported a position in MUB in Q2 2018 and held it in 21 quarters. The position peaked at $2.02M in Q2 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Sunesis Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Sunesis Advisors sold 17,257 iShares National Muni Bond ETF shares in Q4 2023, an estimated $1.77M.
Sunesis Advisors first reported a position in iShares National Muni Bond ETF in Q2 2018 and held it in 21 quarters.
Sunesis Advisors's iShares National Muni Bond ETF position peaked at $2.02M in Q2 2021.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Sunesis Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.