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The Family Firm’s iShares National Muni Bond ETF MUB Stock Holding History

The Family Firm’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 		– Sell
-183
Closed -$19.5K – 610
2024
Q2 		$19.5K Buy
+183
New +$19.5K ﹤0.01% 572
2022
Q1 		– Sell
-1,720
Closed -$200K – 180
2021
Q4 		$200K Buy
+1,720
New +$200K 0.05% 180
2016
Q1 		– Sell
-1,946
Closed -$215K – 111
2015
Q4 		$215K Buy
1,946
+12
+0.6% +$1.32K 0.11% 98
2015
Q3 		$212K Buy
1,934
+12
+0.6% +$1.31K 0.11% 94
2015
Q2 		$208K Buy
1,922
+33
+2% +$3.6K 0.11% 103
2015
Q1 		$209K Sell
1,889
-187
-9% -$20.7K 0.11% 106
2014
Q4 		$229K Buy
+2,076
New +$228K 0.12% 91

Other funds holding MUB

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 $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

The Family Firm's MUB Position: Q3 2024 in Review

The Family Firm sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 183 shares — an estimated $19.5K sold.

The Family Firm first reported a position in MUB in Q4 2014 and held it in 7 quarters. The position peaked at $229K in Q4 2014. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • The Family Firm reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 183 iShares National Muni Bond ETF shares in Q3 2024, an estimated $19.5K.
  • The Family Firm first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 7 quarters.
  • The Family Firm's iShares National Muni Bond ETF position peaked at $229K in Q4 2014.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.