WCM
MUB icon

Wunderlich Capital Managemnt’s iShares National Muni Bond ETF MUB Stock Holding History

Wunderlich Capital Managemnt’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 		$3.47M Buy
32,551
+662
+2% +$70.5K 1.55% 24
2024
Q1 		$3.43M Sell
31,889
-2,154
-6% -$232K 1.55% 27
2023
Q4 		$3.69M Sell
34,043
-1,182
-3% -$124K 1.66% 20
2023
Q3 		$3.61M Sell
35,225
-238
-0.7% -$25.1K 1.78% 18
2023
Q2 		$3.79M Buy
35,463
+250
+0.7% +$26.7K 1.86% 18
2023
Q1 		$3.79M Buy
35,213
+151
+0.4% +$16.1K 1.97% 13
2022
Q4 		$3.7M Buy
35,062
+1,505
+4% +$157K 2.06% 12
2022
Q3 		$3.44M Buy
33,557
+1,286
+4% +$137K 2.2% 12
2022
Q2 		$3.43M Sell
32,271
-129
-0.4% -$13.8K 2% 12
2022
Q1 		$3.55M Sell
32,400
-365
-1% -$41.2K 1.68% 15
2021
Q4 		$3.81M Buy
32,765
+273
+0.8% +$31.7K 1.7% 16
2021
Q3 		$3.77M Sell
32,492
-334
-1% -$39.2K 1.82% 12
2021
Q2 		$3.85M Sell
32,826
-31
-0.1% -$3.62K 1.95% 11
2021
Q1 		$3.81M Buy
32,857
+22
+0.1% +$2.57K 2.09% 10
2020
Q4 		$3.85M Buy
32,835
+451
+1% +$52.4K 2.13% 9
2020
Q3 		$3.75M Buy
32,384
+2,400
+8% +$279K 2.32% 10
2020
Q2 		$3.46M Buy
29,984
+144
+0.5% +$16.3K 2.43% 9
2020
Q1 		$3.37M Sell
29,840
-446
-1% -$50.9K 2.78% 5
2019
Q4 		$3.45M Buy
30,286
+186
+0.6% +$21.2K 2.17% 4
2019
Q3 		$3.43M Buy
30,100
+306
+1% +$34.9K 2.36% 4
2019
Q2 		$3.37M Buy
29,794
+1,664
+6% +$186K 2.24% 4
2019
Q1 		$3.13M Buy
28,130
+167
+0.6% +$18.3K 2.18% 4
2018
Q4 		$3.05M Sell
27,963
-95
-0.3% -$10.2K 2.34% 4
2018
Q3 		$3.03M Buy
28,058
+543
+2% +$59K 2.15% 5
2018
Q2 		$2.98M Buy
27,515
+197
+0.7% +$21.4K 2.07% 5
2018
Q1 		$2.98M Buy
27,318
+1,109
+4% +$121K 2.04% 5
2017
Q4 		$2.9M Buy
26,209
+445
+2% +$49.2K 2.01% 5
2017
Q3 		$2.86M Buy
25,764
+224
+0.9% +$24.9K 2.13% 5
2017
Q2 		$2.81M Sell
25,540
-793
-3% -$87.2K 2.1% 5
2017
Q1 		$2.87M Sell
26,333
-220
-0.8% -$23.9K 2.24% 5
2016
Q4 		$2.87M Sell
26,553
-278
-1% -$30.4K 2.34% 5
2016
Q3 		$3.02M Sell
26,831
-146
-0.5% -$16.5K 2.41% 4
2016
Q2 		$3.07M Buy
26,977
+1,183
+5% +$133K 2.6% 4
2016
Q1 		$2.88M Buy
25,794
+275
+1% +$30.6K 2.47% 4
2015
Q4 		$2.83M Buy
25,519
+1,011
+4% +$111K 2.43% 4
2015
Q3 		$2.69M Buy
24,508
+732
+3% +$79.7K 2.48% 4
2015
Q2 		$2.57M Buy
23,776
+9
+0% +$981 2.49% 5
2015
Q1 		$2.62M Sell
23,767
-236
-1% -$26.1K 2.37% 5
2014
Q4 		$2.65M Buy
24,003
+1,481
+7% +$163K 2.24% 3
2014
Q3 		$2.46M Buy
22,522
+735
+3% +$80.2K 2.21% 3
2014
Q2 		$2.37M Buy
21,787
+334
+2% +$36.1K 2.17% 3
2014
Q1 		$2.3M Buy
21,453
+283
+1% +$30K 2.17% 3
2013
Q4 		$2.2M Buy
+21,170
New +$2.21M 2.11% 5

Other funds holding MUB

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 $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wunderlich Capital Managemnt's MUB Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q2 2024, buying an estimated $70.5K and bringing the position to 32,551 shares worth $3.47M. The position accounts for 1.55% of the portfolio, ranked #24.

Wunderlich Capital Managemnt first reported a position in MUB in Q4 2013 and has held it in 43 quarters since. The position peaked at $3.85M in Q4 2020. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

  • Wunderlich Capital Managemnt held 32,551 shares of iShares National Muni Bond ETF worth $3.47M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 662 iShares National Muni Bond ETF shares in Q2 2024, an estimated $70.5K.
  • iShares National Muni Bond ETF made up 1.55% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #24 holding.
  • Wunderlich Capital Managemnt first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 43 quarters since.
  • Wunderlich Capital Managemnt's iShares National Muni Bond ETF position peaked at $3.85M in Q4 2020.
  • 1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.