Syverson Strege & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Syverson Strege & Co’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	–	Sell	-4,521	Closed	-$483K	–	62
2023 Q2	$483K	Buy	4,521 +11	+0.2%	+$1.18K	0.21%	36
2023 Q1	$486K	Buy	4,510 +47	+1%	+$5.02K	0.21%	37
2022 Q4	$471K	Sell	4,463 -5,632	-56%	-$587K	0.21%	39
2022 Q3	$1.04M	Buy	10,095 +1,644	+19%	+$175K	0.53%	20
2022 Q2	$899K	Buy	8,451 +21	+0.2%	+$2.24K	0.33%	29
2022 Q1	$924K	Sell	8,430 -116	-1%	-$13.1K	1%	19
2021 Q4	$994K	Sell	8,546 -343	-4%	-$39.8K	0.74%	23
2021 Q3	$1.03M	Sell	8,889 -317	-3%	-$37.2K	0.82%	21
2021 Q2	$1.08M	Sell	9,206 -3,494	-28%	-$408K	0.96%	17
2021 Q1	$1.47M	Buy	12,700 +49	+0.4%	+$5.71K	1.53%	10
2020 Q4	$1.48M	Buy	+12,651	New	+$1.47M	1.42%	10

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

Syverson Strege & Co's MUB Position: Q3 2023 in Review

Syverson Strege & Co sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 4,521 shares — an estimated $483K sold.

Syverson Strege & Co first reported a position in MUB in Q4 2020 and held it in 11 quarters. The position peaked at $1.48M in Q4 2020. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Syverson Strege & Co reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Syverson Strege & Co sold 4,521 iShares National Muni Bond ETF shares in Q3 2023, an estimated $483K.
Syverson Strege & Co first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 11 quarters.
Syverson Strege & Co's iShares National Muni Bond ETF position peaked at $1.48M in Q4 2020.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Syverson Strege & Co's 13F filing for Q3 2023, filed 9 Nov 2023.