Abundance Wealth Counselors’s iShares National Muni Bond ETF MUB Stock Holding History

Abundance Wealth Counselors’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 Q1	–	Sell	-27,190	Closed	-$2.87M	–	155
2022 Q4	$2.87M	Buy	+27,190	New	+$2.83M	0.78%	18
2022 Q2	–	Sell	-2,081	Closed	-$228K	–	152
2022 Q1	$228K	Hold	2,081	–	–	0.06%	132
2021 Q4	$242K	Buy	+2,081	New	+$242K	0.06%	104
2021 Q3	–	Sell	-2,261	Closed	-$265K	–	91
2021 Q2	$265K	Sell	2,261 -551	-20%	-$64.4K	0.07%	100
2021 Q1	$326K	Sell	2,812 -4,157	-60%	-$485K	0.08%	69
2020 Q4	$817K	Buy	6,969 +4,157	+148%	+$483K	0.21%	49
2020 Q3	$326K	Hold	2,812	–	–	0.09%	72
2020 Q2	$325K	Buy	+2,812	New	+$319K	0.1%	70

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Abundance Wealth Counselors's MUB Position: Q1 2023 in Review

Abundance Wealth Counselors sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 27,190 shares — an estimated $2.87M sold.

Abundance Wealth Counselors first reported a position in MUB in Q2 2020 and held it in 8 quarters. The position peaked at $2.87M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Abundance Wealth Counselors reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 27,190 iShares National Muni Bond ETF shares in Q1 2023, an estimated $2.87M.
Abundance Wealth Counselors first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 8 quarters.
Abundance Wealth Counselors's iShares National Muni Bond ETF position peaked at $2.87M in Q4 2022.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Abundance Wealth Counselors's 13F filing for Q1 2023, filed 2 May 2023.