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WealthPLAN Partners’s iShares National Muni Bond ETF MUB Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-3,375
Closed -$363K – 315
2024
Q1 		$363K Hold
3,375
– – 0.04% 236
2023
Q4 		$366K Sell
3,375
-1,555
-32% -$163K 0.04% 249
2023
Q3 		$506K Buy
4,930
+3,269
+197% +$345K 0.06% 201
2023
Q2 		$177K Sell
1,661
-498
-23% -$53.2K 0.03% 310
2023
Q1 		$233K Sell
2,159
-564
-21% -$60.3K 0.03% 282
2022
Q4 		$292K Buy
+2,723
New +$284K 0.02% 319
2022
Q1 		$430K Sell
4,033
-2,449
-38% -$276K 0.03% 270
2021
Q4 		$736K Sell
6,482
-799
-11% -$92.8K 0.05% 213
2021
Q3 		$846K Buy
7,281
+193
+3% +$22.6K 0.06% 187
2021
Q2 		$831K Buy
7,088
+209
+3% +$24.4K 0.06% 172
2021
Q1 		$801K Buy
6,879
+396
+6% +$46.2K 0.06% 165
2020
Q4 		$761K Sell
6,483
-388
-6% -$45.1K 0.06% 163
2020
Q3 		$797K Buy
6,871
+894
+15% +$104K 0.08% 141
2020
Q2 		$699K Buy
+5,977
New +$678K 0.07% 149
2017
Q4 		– Sell
-3,401
Closed -$377K – 230
2017
Q3 		$377K Buy
3,401
+313
+10% +$34.7K 0.11% 130
2017
Q2 		$340K Buy
+3,088
New +$340K 0.1% 129
2016
Q3 		$19.1K Buy
+170
New +$19.3K 0.01% 494

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's MUB Position: Q2 2024 in Review

WealthPLAN Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 3,375 shares — an estimated $363K sold.

WealthPLAN Partners first reported a position in MUB in Q3 2016 and held it in 17 quarters. The position peaked at $846K in Q3 2021. 1,347 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

  • WealthPLAN Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 3,375 iShares National Muni Bond ETF shares in Q2 2024, an estimated $363K.
  • WealthPLAN Partners first reported a position in iShares National Muni Bond ETF in Q3 2016 and held it in 17 quarters.
  • WealthPLAN Partners's iShares National Muni Bond ETF position peaked at $846K in Q3 2021.
  • 1,347 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.