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

AAF 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
2023
Q3 		– Sell
-1,906
Closed -$203K – 49
2023
Q2 		$203K Buy
1,906
+12
+0.6% +$1.28K 0.13% 45
2023
Q1 		$204K Buy
+1,894
New +$202K 0.13% 44
2022
Q3 		– Sell
-8,457
Closed -$899K – 41
2022
Q2 		$899K Buy
+8,457
New +$902K 0.68% 14

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AAF Wealth Management's MUB Position: Q3 2023 in Review

AAF Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 1,906 shares — an estimated $203K sold.

AAF Wealth Management first reported a position in MUB in Q2 2022 and held it in 3 quarters. The position peaked at $899K in Q2 2022. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

  • AAF Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • AAF Wealth Management sold 1,906 iShares National Muni Bond ETF shares in Q3 2023, an estimated $203K.
  • AAF Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 3 quarters.
  • AAF Wealth Management's iShares National Muni Bond ETF position peaked at $899K in Q2 2022.
  • 1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on AAF Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.