Traverso Chambers Private Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Traverso Chambers Private Wealth 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
2023 Q4	$356K	Hold	3,285	–	–	0.09%	94
2023 Q3	$337K	Hold	3,285	–	–	0.09%	87
2023 Q2	$351K	Buy	+3,285	New	+$351K	0.09%	88
2020 Q1	–	Sell	-2,315	Closed	-$264K	–	110
2019 Q4	$264K	Hold	2,315	–	–	0.11%	88
2019 Q3	$264K	Hold	2,315	–	–	0.13%	82
2019 Q2	$262K	Hold	2,315	–	–	0.13%	85
2019 Q1	$257K	Hold	2,315	–	–	0.13%	84
2018 Q4	$252K	Buy	+2,315	New	+$249K	0.14%	82

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Traverso Chambers Private Wealth Management's MUB Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q4 2023 at 3,285 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #94.

Traverso Chambers Private Wealth Management first reported a position in MUB in Q4 2018 and has held it in 8 quarters since. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,285 shares of iShares National Muni Bond ETF worth $356K as of Q4 2023.
Traverso Chambers Private Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q4 2023.
iShares National Muni Bond ETF made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #94 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 8 quarters since.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.