WR Wealth Planners’s iShares National Muni Bond ETF MUB Stock Holding History

WR Wealth Planners’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 Q4	$316K	Sell	2,962 -12,767	-81%	-$1.37M	0.1%	127
2024 Q3	$1.71M	Buy	15,729 +220	+1%	+$23.7K	0.48%	37
2024 Q2	$1.65M	Sell	15,509 -696	-4%	-$74.1K	0.5%	35
2024 Q1	$1.74M	Buy	16,205 +369	+2%	+$39.8K	0.54%	31
2023 Q4	$1.72M	Buy	15,836 +2,859	+22%	+$299K	0.64%	31
2023 Q3	$1.33M	Buy	12,977 +166	+1%	+$17.5K	0.51%	35
2023 Q2	$1.37M	Buy	12,811 +2,814	+28%	+$301K	0.53%	35
2023 Q1	$1.08M	Sell	9,997 -20	-0.2%	-$2.14K	0.47%	39
2022 Q4	$1.06M	Buy	10,017 +2,008	+25%	+$209K	0.65%	30
2022 Q3	$822K	Sell	8,009 -617	-7%	-$65.6K	0.58%	30
2022 Q2	$917K	Sell	8,626 -3	-0%	-$320	0.6%	28
2022 Q1	$946K	Buy	+8,629	New	+$974K	0.56%	34

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's MUB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares National Muni Bond ETF (MUB) stake by 81% in Q4 2024, selling an estimated $1.37M and leaving 2,962 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #127.

WR Wealth Planners first reported a position in MUB in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.74M in Q1 2024. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

WR Wealth Planners held 2,962 shares of iShares National Muni Bond ETF worth $316K as of Q4 2024.
WR Wealth Planners sold 12,767 iShares National Muni Bond ETF shares in Q4 2024, an estimated $1.37M.
iShares National Muni Bond ETF made up 0.1% of WR Wealth Planners's portfolio in Q4 2024, its #127 holding.
WR Wealth Planners first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares National Muni Bond ETF position peaked at $1.74M in Q1 2024.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.