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

Sutton Wealth 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 Q3	$340K	Hold	3,311	–	–	0.17%	79
2023 Q2	$353K	Sell	3,311 -9	-0.3%	-$962	0.17%	77
2023 Q1	$358K	Hold	3,320	–	–	0.19%	74
2022 Q4	$350K	Hold	3,320	–	–	0.13%	118
2022 Q3	$341K	Buy	3,320 +405	+14%	+$43.1K	0.14%	114
2022 Q2	$310K	Sell	2,915 -195	-6%	-$20.8K	0.12%	121
2022 Q1	$341K	Sell	3,110 -978	-24%	-$110K	0.12%	123
2021 Q4	$475K	Sell	4,088 -916	-18%	-$106K	0.16%	93
2021 Q3	$581K	Sell	5,004 -9	-0.2%	-$1.05K	0.21%	78
2021 Q2	$588K	Sell	5,013 -44	-0.9%	-$5.14K	0.21%	82
2021 Q1	$587K	Sell	5,057 -15	-0.3%	-$1.75K	0.23%	73
2020 Q4	$594K	Buy	5,072 +304	+6%	+$35.3K	0.25%	70
2020 Q3	$553K	Hold	4,768	–	–	0.27%	65
2020 Q2	$550K	Hold	4,768	–	–	0.29%	59
2020 Q1	$539K	Buy	4,768 +211	+5%	+$24.1K	0.34%	53
2019 Q4	$519K	Hold	4,557	–	–	0.27%	65
2019 Q3	$520K	Buy	4,557 +88	+2%	+$10K	0.29%	54
2019 Q2	$505K	Sell	4,469 -90	-2%	-$10.1K	0.29%	59
2019 Q1	$507K	Hold	4,559	–	–	0.3%	56
2018 Q4	$497K	Sell	4,559 -625	-12%	-$67.3K	0.32%	58
2018 Q3	$560K	Sell	5,184 -368	-7%	-$40K	0.37%	47
2018 Q2	$605K	Sell	5,552 -426	-7%	-$46.2K	0.42%	39
2018 Q1	$651K	Sell	5,978 -315	-5%	-$34.4K	0.47%	36
2017 Q4	$697K	Hold	6,293	–	–	0.51%	34
2017 Q3	$698K	Buy	6,293 +71	+1%	+$7.88K	0.53%	33
2017 Q2	$685K	Buy	6,222 +209	+3%	+$23K	0.54%	32
2017 Q1	$655K	Buy	6,013 +181	+3%	+$19.6K	0.55%	31
2016 Q4	$631K	Buy	5,832 +505	+9%	+$55.3K	0.56%	29
2016 Q3	$601K	Buy	5,327 +343	+7%	+$38.9K	0.55%	32
2016 Q2	$568K	Hold	4,984	–	–	0.54%	29
2016 Q1	$556K	Buy	+4,984	New	+$555K	0.53%	30

Other funds holding MUB

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

CSIA

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

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

Sutton Wealth Advisors's MUB Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2023 at 3,311 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #79.

Sutton Wealth Advisors first reported a position in MUB in Q1 2016 and has held it in 31 quarters since. The position peaked at $698K in Q3 2017. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Sutton Wealth Advisors held 3,311 shares of iShares National Muni Bond ETF worth $340K as of Q3 2023.
Sutton Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2023.
iShares National Muni Bond ETF made up 0.17% of Sutton Wealth Advisors's portfolio in Q3 2023, its #79 holding.
Sutton Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares National Muni Bond ETF position peaked at $698K in Q3 2017.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.