This Wealth Advisory Sold $3 Million of One Muni ETF but Kept $16 Million Still Invested

RMR Wealth Builders sold 66,572 shares of FMB in the fourth quarter; the estimated transaction value was $3.40 million based on average pricing in the period. Meanwhile, the quarter-end FMB position value fell by $3.24 million, a change reflecting both share sales and price movements.

The Motley Fool • Jan 30, 2026

Investment Advisor Adds Shares of Municipal Bond ETF. Should Retail Investors Follow Suit?

Added 75,648 shares of FMB, increasing the position by an estimated $4.02 million vs. prior quarter Post-trade position: 288,013 shares valued at $14.60 million FMB now represents approximately 3.4% of Frisch Financial Group, Inc.'s 13F AUM, which places it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›

The Motley Fool • Dec 4, 2025

Municipal Bond Funds: Time To Shine Or Curtain Call?

Municipal bonds are back to offer compelling risk-adjusted opportunities, but future decisions from Washington can either act as a tailwind or headwind. Municipal bond funds saw net inflows during 2024, first annual inflow since 2021—which was a record year. 2024 was a record year in municipal bond issuance. With attractive yields, the market may start to pay more attention to tax-equivalent yield advantages offered through municipal debt.

Seeking Alpha • Mar 13, 2025

Municipal Fixed Income: Shelter From The Storm?

Specific to the muni market, perhaps the biggest surprise this year has been new issue supply that is running well ahead of expectations, up roughly 40% from last year. We think this increased summer issuance is likely the result of deals getting pulled forward, as issuers may be cautious about coming to market later in the fall ahead of what is likely to be an uncertain U.S. political climate. While municipal credit quality has already peaked, it is entering this period of moderating economic growth from a position of strength.

Seeking Alpha • Aug 26, 2024

Should You Tap Pricey Muni Bond ETFs Now?

Tax-exempt municipal bonds serve not only as an investment option.

Zacks Investment Research • Oct 4, 2023

Muni Investors Stay Flexible As Rates Rise

Truly active managers shine in challenging investment environments, especially when they are given a flexible mandate. With tax-loss harvesting, active investors can deliberately sell at a loss to offset taxes on gains elsewhere in a portfolio.

Seeking Alpha • Nov 9, 2021

Warm Up To Climate Change Investing

Climate risk isn't being adequately priced into many ETFs, but there are signs the tides are turning.

ETFcom • Oct 14, 2021

Play Global Bond ETFs to Join Central Banks' Rate Cut Euphoria

As global central banks embark on a rate cut journey, global bond yields took a hit, benefiting these bond ETFs.

Zacks Investment Research • Aug 9, 2019