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Waypoint Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Waypoint Capital 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 		$534K Hold
4,915
– – 0.11% 84
2024
Q2 		$524K Buy
+4,915
New +$523K 0.13% 82

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

Waypoint Capital Advisors's MUB Position: Q3 2024 in Review

Waypoint Capital Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2024 at 4,915 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #84.

Waypoint Capital Advisors first reported a position in MUB in Q2 2024 and has held it in 2 quarters since. 1,396 funds tracked by Wall St. Rank hold MUB as of Q3 2024.

  • Waypoint Capital Advisors held 4,915 shares of iShares National Muni Bond ETF worth $534K as of Q3 2024.
  • Waypoint Capital Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2024.
  • iShares National Muni Bond ETF made up 0.11% of Waypoint Capital Advisors's portfolio in Q3 2024, its #84 holding.
  • Waypoint Capital Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,396 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.