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

Wealthstream 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
Q3 		– Sell
-2,514
Closed -$268K – 112
2023
Q2 		$268K Buy
+2,514
New +$269K 0.14% 78

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 $424B AUM 22.94% 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

Wealthstream Advisors's MUB Position: Q3 2023 in Review

Wealthstream Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 2,514 shares — an estimated $268K sold.

Wealthstream Advisors first reported a position in MUB in Q2 2023 and held it in 1 quarter. The position peaked at $268K in Q2 2023. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

  • Wealthstream Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Wealthstream Advisors sold 2,514 iShares National Muni Bond ETF shares in Q3 2023, an estimated $268K.
  • Wealthstream Advisors first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 1 quarter.
  • Wealthstream Advisors's iShares National Muni Bond ETF position peaked at $268K in Q2 2023.
  • 1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Wealthstream Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.