TFO Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

TFO Wealth 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 Q2	–	Sell	-1,200	Closed	-$129K	–	508
2024 Q1	$129K	Buy	1,200 +36	+3%	+$3.88K	0.03%	40
2023 Q4	$126K	Sell	1,164 -187	-14%	-$19.5K	0.03%	43
2023 Q3	$144K	Hold	1,351	–	–	0.03%	53
2023 Q2	$144K	Sell	1,351 -75	-5%	-$8.02K	0.03%	51
2023 Q1	$154K	Sell	1,426 -9,686	-87%	-$1.04M	0.03%	45
2022 Q4	$943K	Buy	11,112 +9,398	+548%	+$979K	0.22%	23
2022 Q3	$176K	Sell	1,714 -3,004	-64%	-$319K	0.04%	42
2022 Q2	$502K	Buy	4,718 +1,728	+58%	+$184K	0.11%	29
2022 Q1	$328K	Buy	2,990 +641	+27%	+$72.3K	0.07%	33
2021 Q4	$274K	Buy	2,349 +743	+46%	+$86.3K	0.05%	35
2021 Q3	$187K	Buy	1,606 +6	+0.4%	+$703	0.04%	39
2021 Q2	$187K	Buy	1,600 +6	+0.4%	+$701	0.04%	30
2021 Q1	$185K	Buy	1,594 +57	+4%	+$6.65K	0.06%	37
2020 Q4	$180K	Buy	1,537 +1,404	+1,056%	+$163K	0.06%	31
2020 Q3	$15K	Buy	+133	New	+$15.5K	0.01%	69
2020 Q2	–	Sell	-151	Closed	-$17K	–	149
2020 Q1	$17K	Sell	151 -34	-18%	-$3.88K	0.01%	78
2019 Q4	$21K	Buy	+185	New	+$21.1K	0.02%	96

Other funds holding MUB

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFO Wealth Partners's MUB Position: Q2 2024 in Review

TFO Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 1,200 shares — an estimated $129K sold.

TFO Wealth Partners first reported a position in MUB in Q4 2019 and held it in 17 quarters. The position peaked at $943K in Q4 2022. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

TFO Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1,200 iShares National Muni Bond ETF shares in Q2 2024, an estimated $129K.
TFO Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 17 quarters.
TFO Wealth Partners's iShares National Muni Bond ETF position peaked at $943K in Q4 2022.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.