WDG
MUB icon

Wealth Dimensions Group’s iShares National Muni Bond ETF MUB Stock Holding History

Wealth Dimensions Group’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
Q3 		– Sell
-2,064
Closed -$220K – 133
2023
Q2 		$220K Buy
+2,064
New +$221K 0.08% 126

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wealth Dimensions Group's MUB Position: Q3 2023 in Review

Wealth Dimensions Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 2,064 shares — an estimated $220K sold.

Wealth Dimensions Group first reported a position in MUB in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

  • Wealth Dimensions Group reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Dimensions Group sold 2,064 iShares National Muni Bond ETF shares in Q3 2023, an estimated $220K.
  • Wealth Dimensions Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 1 quarter.
  • Wealth Dimensions Group's iShares National Muni Bond ETF position peaked at $220K in Q2 2023.
  • 1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Wealth Dimensions Group's 13F filing for Q3 2023, filed 14 Nov 2023.