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

ACG Wealth’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
2022 Q3	–	Sell	-17	Closed	-$2K	–	730
2022 Q2	$2K	Buy	+17	New	+$1.81K	﹤0.01%	823

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACG Wealth's MUB Position: Q3 2022 in Review

ACG Wealth sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 17 shares — an estimated $2K sold.

ACG Wealth first reported a position in MUB in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,131 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

ACG Wealth reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 17 iShares National Muni Bond ETF shares in Q3 2022, an estimated $2K.
ACG Wealth first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares National Muni Bond ETF position peaked at $2K in Q2 2022.
1,131 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.