World Equity Group’s iShares National Muni Bond ETF MUB Stock Holding History

World Equity 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
2024 Q1	–	Sell	-2,666	Closed	-$287K	–	344
2023 Q4	$287K	Sell	2,666 -40	-1%	-$4.18K	0.06%	258
2023 Q3	$277K	Buy	+2,706	New	+$285K	0.06%	272
2023 Q2	–	Sell	-2,365	Closed	-$592K	–	460
2023 Q1	$592K	Sell	2,365 -7,797	-77%	-$833K	0.09%	246
2022 Q4	$1.07M	Buy	10,162 +384	+4%	+$40K	0.25%	106
2022 Q3	$1M	Sell	9,778 -390	-4%	-$41.5K	0.25%	99
2022 Q2	$1.08M	Buy	10,168 +2,971	+41%	+$317K	0.27%	100
2022 Q1	$789K	Buy	+7,197	New	+$812K	0.17%	149

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

World Equity Group's MUB Position: Q1 2024 in Review

World Equity Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2024, closing a stake of 2,666 shares — an estimated $287K sold.

World Equity Group first reported a position in MUB in Q1 2022 and held it in 7 quarters. The position peaked at $1.08M in Q2 2022. 1,370 funds tracked by Wall St. Rank hold MUB as of Q1 2024.

World Equity Group reported no remaining iShares National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
World Equity Group sold 2,666 iShares National Muni Bond ETF shares in Q1 2024, an estimated $287K.
World Equity Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 7 quarters.
World Equity Group's iShares National Muni Bond ETF position peaked at $1.08M in Q2 2022.
1,370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.