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Turtle Creek Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Turtle Creek Wealth 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
2024
Q3 		– Sell
-1,256
Closed -$134K – 193
2024
Q2 		$134K Buy
+1,256
New +$134K 0.03% 163

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
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

Turtle Creek Wealth Advisors's MUB Position: Q3 2024 in Review

Turtle Creek Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2024, closing a stake of 1,256 shares — an estimated $134K sold.

Turtle Creek Wealth Advisors first reported a position in MUB in Q2 2024 and held it in 1 quarter. The position peaked at $134K in Q2 2024. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • Turtle Creek Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,256 iShares National Muni Bond ETF shares in Q3 2024, an estimated $134K.
  • Turtle Creek Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's iShares National Muni Bond ETF position peaked at $134K in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.