Van Hulzen Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Van Hulzen Asset 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	–	Sell	-2,280	Closed	-$234K	–	315
2023 Q3	$234K	Hold	2,280	–	–	0.02%	274
2023 Q2	$243K	Hold	2,280	–	–	0.02%	267
2023 Q1	$246K	Sell	2,280 -6,236	-73%	-$666K	0.02%	251
2022 Q4	$899K	Buy	8,516 +1,505	+21%	+$157K	0.1%	129
2022 Q3	$719K	Buy	7,011 +100	+1%	+$10.6K	0.09%	141
2022 Q2	$735K	Buy	+6,911	New	+$737K	0.09%	136
2020 Q1	–	Sell	-3,400	Closed	-$387K	–	283
2019 Q4	$387K	Sell	3,400 -1,852	-35%	-$211K	0.08%	188
2019 Q3	$599K	Sell	5,252 -800	-13%	-$91.3K	0.13%	116
2019 Q2	$684K	Buy	+6,052	New	+$678K	0.15%	102

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

Van Hulzen Asset Management's MUB Position: Q4 2023 in Review

Van Hulzen Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 2,280 shares — an estimated $234K sold.

Van Hulzen Asset Management first reported a position in MUB in Q2 2019 and held it in 9 quarters. The position peaked at $899K in Q4 2022. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

Van Hulzen Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Van Hulzen Asset Management sold 2,280 iShares National Muni Bond ETF shares in Q4 2023, an estimated $234K.
Van Hulzen Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 9 quarters.
Van Hulzen Asset Management's iShares National Muni Bond ETF position peaked at $899K in Q4 2022.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Van Hulzen Asset Management's 13F filing for Q4 2023, filed 7 Feb 2024.