Xcel Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Xcel Wealth 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 Q4	–	Sell	-1,892	Closed	-$206K	–	129
2024 Q3	$206K	Hold	1,892	–	–	0.06%	123
2024 Q2	$202K	Hold	1,892	–	–	0.06%	122
2024 Q1	$204K	Buy	+1,892	New	+$204K	0.06%	126
2022 Q1	–	Sell	-1,806	Closed	-$210K	–	143
2021 Q4	$210K	Buy	1,806 +5	+0.3%	+$581	0.05%	141
2021 Q3	$209K	Hold	1,801	–	–	0.06%	134
2021 Q2	$211K	Hold	1,801	–	–	0.06%	137
2021 Q1	$209K	Hold	1,801	–	–	0.07%	127
2020 Q4	$211K	Hold	1,801	–	–	0.09%	117
2020 Q3	$208K	Hold	1,801	–	–	0.11%	105
2020 Q2	$207K	Buy	+1,801	New	+$204K	0.13%	93

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 $1.6B AUM 20.7% 1-Year Est. Return

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

Xcel Wealth Management's MUB Position: Q4 2024 in Review

Xcel Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 1,892 shares — an estimated $206K sold.

Xcel Wealth Management first reported a position in MUB in Q2 2020 and held it in 10 quarters. The position peaked at $211K in Q2 2021. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Xcel Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Xcel Wealth Management sold 1,892 iShares National Muni Bond ETF shares in Q4 2024, an estimated $206K.
Xcel Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 10 quarters.
Xcel Wealth Management's iShares National Muni Bond ETF position peaked at $211K in Q2 2021.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

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