Sweet Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Sweet Financial Partners’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 Q3	$2.19M	Buy	20,195 +7,322	+57%	+$789K	0.48%	50
2024 Q2	$1.37M	Sell	12,873 -959	-7%	-$102K	0.31%	66
2024 Q1	$1.49M	Sell	13,832 -302	-2%	-$32.6K	0.34%	66
2023 Q4	$1.53M	Buy	14,134 +3,230	+30%	+$338K	0.36%	59
2023 Q3	$1.12M	Sell	10,904 -607	-5%	-$64K	0.3%	67
2023 Q2	$1.23M	Hold	11,511	–	–	0.32%	63
2023 Q1	$1.24M	Sell	11,511 -80	-0.7%	-$8.55K	0.34%	54
2022 Q4	$1.22M	Sell	11,591 -165	-1%	-$17.2K	0.36%	43
2022 Q3	$1.21M	Hold	11,756	–	–	0.38%	37
2022 Q2	$1.25M	Buy	11,756 +7,671	+188%	+$819K	0.39%	35
2022 Q1	$448K	Buy	+4,085	New	+$461K	0.12%	103

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Sweet Financial Partners's MUB Position: Q3 2024 in Review

Sweet Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 57% in Q3 2024, buying an estimated $789K and bringing the position to 20,195 shares worth $2.19M. The position accounts for 0.48% of the portfolio, ranked #50.

Sweet Financial Partners first reported a position in MUB in Q1 2022 and has held it in 11 quarters since. 1,398 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

Sweet Financial Partners held 20,195 shares of iShares National Muni Bond ETF worth $2.19M as of Q3 2024.
Sweet Financial Partners bought 7,322 iShares National Muni Bond ETF shares in Q3 2024, an estimated $789K.
iShares National Muni Bond ETF made up 0.48% of Sweet Financial Partners's portfolio in Q3 2024, its #50 holding.
Sweet Financial Partners first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 11 quarters since.
1,398 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.