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Winthrop Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Winthrop Capital Management’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
Q1 		– Sell
-2,801
Closed -$304K – 241
2023
Q4 		$304K Buy
+2,801
New +$293K 0.1% 105

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Envestnet Asset Management
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Winthrop Capital Management's MUB Position: Q1 2024 in Review

Winthrop Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 2,801 shares — an estimated $304K sold.

Winthrop Capital Management first reported a position in MUB in Q4 2023 and held it in 1 quarter. The position peaked at $304K in Q4 2023. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

  • Winthrop Capital Management reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Winthrop Capital Management sold 2,801 iShares National Muni Bond ETF shares in Q1 2024, an estimated $304K.
  • Winthrop Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Winthrop Capital Management's iShares National Muni Bond ETF position peaked at $304K in Q4 2023.
  • 1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on Winthrop Capital Management's 13F filing for Q1 2024, filed 8 May 2024.