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Trademark Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

Trademark Financial Management’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
Q4 		– Sell
-1,932
Closed -$210K – 99
2024
Q3 		$210K Sell
1,932
-439
-19% -$47.3K 0.17% 86
2024
Q2 		$253K Sell
2,371
-165
-7% -$17.6K 0.21% 74
2024
Q1 		$273K Sell
2,536
-278
-10% -$30K 0.23% 70
2023
Q4 		$305K Buy
+2,814
New +$294K 0.22% 76

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 $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trademark Financial Management's MUB Position: Q4 2024 in Review

Trademark Financial Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 1,932 shares — an estimated $210K sold.

Trademark Financial Management first reported a position in MUB in Q4 2023 and held it in 4 quarters. The position peaked at $305K in Q4 2023. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Trademark Financial Management reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Trademark Financial Management sold 1,932 iShares National Muni Bond ETF shares in Q4 2024, an estimated $210K.
  • Trademark Financial Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Trademark Financial Management's iShares National Muni Bond ETF position peaked at $305K in Q4 2023.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.