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Ted Buchan & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Ted Buchan & 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
-2,060
Closed -$220K – 79
2023
Q2 		$220K Buy
2,060
+2
+0.1% +$214 0.17% 76
2023
Q1 		$222K Sell
2,058
-274
-12% -$29.3K 0.19% 76
2022
Q4 		$246K Buy
+2,332
New +$243K 0.23% 66

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ted Buchan & Co's MUB Position: Q3 2023 in Review

Ted Buchan & Co sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 2,060 shares — an estimated $220K sold.

Ted Buchan & Co first reported a position in MUB in Q4 2022 and held it in 3 quarters. The position peaked at $246K in Q4 2022. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

  • Ted Buchan & Co reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Ted Buchan & Co sold 2,060 iShares National Muni Bond ETF shares in Q3 2023, an estimated $220K.
  • Ted Buchan & Co first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 3 quarters.
  • Ted Buchan & Co's iShares National Muni Bond ETF position peaked at $246K in Q4 2022.
  • 1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Ted Buchan & Co's 13F filing for Q3 2023, filed 6 Sep 2024.