Summary
MUB Chart
Dividend Safety Check: Bond ETFs for Reliable Income (MUB, BND)
For retirees and conservative income investors weighing bond ETFs, two funds dominate the conversation: the iShares National Muni Bond ETF (NYSEARCA:MUB) and the Vanguard Total Bond Market ETF (NASDAQ:BND).
How a $500,000 Position in This Schwab Muni ETF Pays a Married Couple in the 32% Bracket an Extra $6,500 a Year in After Tax Income
In 2021, Elon Musk paid over $11 billion to the IRS (his 2026 federal tax may be significantly larger, due to the SpaceX IPO).
Boomer Retirement Wave Impacts Muni Bonds
By some estimates, 11,000 baby boomers retire each and every day. For those keeping score at home, that works out to be 4.1 million boomers leaving the traditional workforce every year.
iShares National Muni Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 85,630 | $9.18M | $9.15M | -$22,924.97 | -0.25% |
| CP Cyrus Pearo INVESTMENT MANAGEMENT ASSOCIATES Inc. /ADV | 52,589 | $5.89M | $5.62M | -$270,930.98 | -4.6% |
| NA Nelson Arrington V. M. MANNING & CO. Inc. | 2,500 | $267,775 | $266,562.5 | -$1,212.5 | -0.45% |
| CE Curtis Ellergodt Rothschild Investment LLC | 598 | $64,041.86 | $63,917.23 | -$124.63 | -0.19% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 3,750 | $401,663 | $400,350 | -$1,313 | -0.33% |
iShares National Muni Bond ETF (MUB) FAQ
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iShares National Muni Bond ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates within the financial sector, focusing on investment opportunities that are designed to be favorable for tax-conscious investors. Specifically, the entity specializes in managing a fund that primarily invests in municipal bonds. These bonds are attractive because the interest they generate is exempt from Federal income tax and is not considered under the alternative minimum tax (AMT), making them an appealing choice for individuals looking to minimize their tax liabilities. The strategic approach of the fund is to closely follow its underlying index by investing a significant portion of its assets in the securities that comprise the index, as well as in similar fixed income securities that support the overall investment objective of tracking the index performance.
Products and Services
- Municipal Bond Investments
This service involves the investment in municipal bonds that are exempt from Federal income tax, a key advantage for those looking to earn interest free from federal taxes. This product is particularly suited to investors seeking to enhance their after-tax income, as it focuses on bonds that are not affected by the alternative minimum tax (AMT). The fund's strategic investment in these bonds aligns with its goal to offer tax-efficient income solutions to its clients.
- Index-aligned Fixed Income Securities
Committed to tracking the performance of its underlying index, the fund invests at least 80% of its assets in the component securities of the specific index. Furthermore, to ensure adherence to its investment objective, at least 90% of the fund's assets are allocated to various types of fixed income securities that are represented in the underlying index. This strategy is crafted by BlackRock Advisors, LLC (BFA), with the belief that such a focused investment approach is crucial for mirroring the index's performance. This service underscores the fund's dedication to achieving the balance between risk and return, catering to investors who prioritize index-based investment outcomes.
