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Walkner Condon Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Walkner Condon Financial 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
Q4 		– Sell
-2,283
Closed -$234K – 274
2023
Q3 		$234K Sell
2,283
-38
-2% -$4.01K 0.06% 223
2023
Q2 		$248K Sell
2,321
-1,175
-34% -$126K 0.07% 204
2023
Q1 		$377K Sell
3,496
-1,646
-32% -$176K 0.11% 154
2022
Q4 		$543K Sell
5,142
-10,588
-67% -$1.1M 0.16% 115
2022
Q3 		$1.61M Sell
15,730
-880
-5% -$93.6K 0.52% 45
2022
Q2 		$1.77M Buy
16,610
+61
+0.4% +$6.51K 0.55% 45
2022
Q1 		$1.81M Sell
16,549
-397
-2% -$44.8K 0.52% 46
2021
Q4 		$1.97M Sell
16,946
-1,807
-10% -$210K 1.28% 22
2021
Q3 		$2.18M Buy
18,753
+970
+5% +$114K 1.07% 27
2021
Q2 		$2.09M Buy
17,783
+3,461
+24% +$404K 0.76% 34
2021
Q1 		$1.66M Buy
14,322
+180
+1% +$21K 0.65% 40
2020
Q4 		$1.66M Buy
14,142
+2,366
+20% +$275K 0.71% 34
2020
Q3 		$1.36M Buy
11,776
+9,257
+367% +$1.08M 0.73% 35
2020
Q2 		$291K Buy
+2,519
New +$286K 0.26% 48

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
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

Walkner Condon Financial Advisors's MUB Position: Q4 2023 in Review

Walkner Condon Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 2,283 shares — an estimated $234K sold.

Walkner Condon Financial Advisors first reported a position in MUB in Q2 2020 and held it in 14 quarters. The position peaked at $2.18M in Q3 2021. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Walkner Condon Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 2,283 iShares National Muni Bond ETF shares in Q4 2023, an estimated $234K.
  • Walkner Condon Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 14 quarters.
  • Walkner Condon Financial Advisors's iShares National Muni Bond ETF position peaked at $2.18M in Q3 2021.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.