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Tiedemann Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Tiedemann Advisors’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 		$10.3M Buy
100,548
+4,464
+5% +$471K 0.44% 26
2023
Q2 		$10.3M Sell
96,084
-29,244
-23% -$3.13M 0.44% 32
2023
Q1 		$13.5M Buy
125,328
+1,928
+2% +$206K 0.61% 25
2022
Q4 		$13M Buy
123,400
+43,272
+54% +$4.51M 0.62% 23
2022
Q3 		$8.22M Buy
80,128
+39,384
+97% +$4.19M 0.5% 27
2022
Q2 		$4.33M Sell
40,744
-4,277
-10% -$456K 0.33% 41
2022
Q1 		$4.94M Buy
45,021
+15,257
+51% +$1.72M 0.25% 50
2021
Q4 		$3.46M Hold
29,764
– – 0.17% 68
2021
Q3 		$3.46M Sell
29,764
-5,487
-16% -$643K 0.18% 63
2021
Q2 		$4.13M Buy
35,251
+13,748
+64% +$1.61M 0.17% 68
2021
Q1 		$2.5M Sell
21,503
-1,785
-8% -$208K 0.11% 92
2020
Q4 		$2.73M Hold
23,288
– – 0.13% 79
2020
Q3 		$2.7M Hold
23,288
– – 0.13% 104
2020
Q2 		$2.69M Hold
23,288
– – 0.14% 96
2020
Q1 		$2.63M Hold
23,288
– – 0.17% 87
2019
Q4 		$2.65M Sell
23,288
-162
-0.7% -$18.5K 0.13% 96
2019
Q3 		$2.67M Buy
23,450
+162
+0.7% +$18.5K 0.13% 106
2019
Q2 		$2.63M Sell
23,288
-5,000
-18% -$560K 0.13% 89
2019
Q1 		$3.15M Sell
28,288
-104,477
-79% -$11.5M 0.15% 100
2018
Q4 		$14.5M Buy
+132,765
New +$14.3M 0.74% 36

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

Tiedemann Advisors's MUB Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4.6% in Q3 2023, buying an estimated $471K and bringing the position to 100,548 shares worth $10.3M. The position accounts for 0.44% of the portfolio, ranked #26.

Tiedemann Advisors first reported a position in MUB in Q4 2018 and has held it in 20 quarters since. The position peaked at $14.5M in Q4 2018. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

  • Tiedemann Advisors held 100,548 shares of iShares National Muni Bond ETF worth $10.3M as of Q3 2023.
  • Tiedemann Advisors bought 4,464 iShares National Muni Bond ETF shares in Q3 2023, an estimated $471K.
  • iShares National Muni Bond ETF made up 0.44% of Tiedemann Advisors's portfolio in Q3 2023, its #26 holding.
  • Tiedemann Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • Tiedemann Advisors's iShares National Muni Bond ETF position peaked at $14.5M in Q4 2018.
  • 1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.