Advisor Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Advisor Partners’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 Q2	$2.99M	Buy	28,123 +1,069	+4%	+$114K	0.21%	92
2022 Q1	$2.97M	Sell	27,054 -5,104	-16%	-$576K	0.19%	101
2021 Q4	$3.74M	Buy	32,158 +21,486	+201%	+$2.49M	0.23%	81
2021 Q3	$1.24M	Hold	10,672	–	–	0.08%	228
2021 Q2	$1.25M	Sell	10,672 -100	-0.9%	-$11.7K	0.08%	238
2021 Q1	$1.25M	Buy	+10,772	New	+$1.26M	0.09%	222

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 22.96% 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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Advisor Partners's MUB Position: Q2 2022 in Review

Advisor Partners increased its iShares National Muni Bond ETF (MUB) stake by 4% in Q2 2022, buying an estimated $114K and bringing the position to 28,123 shares worth $2.99M. The position accounts for 0.21% of the portfolio, ranked #92.

Advisor Partners first reported a position in MUB in Q1 2021 and has held it in 6 quarters since. The position peaked at $3.74M in Q4 2021. 1,156 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Advisor Partners held 28,123 shares of iShares National Muni Bond ETF worth $2.99M as of Q2 2022.
Advisor Partners bought 1,069 iShares National Muni Bond ETF shares in Q2 2022, an estimated $114K.
iShares National Muni Bond ETF made up 0.21% of Advisor Partners's portfolio in Q2 2022, its #92 holding.
Advisor Partners first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 6 quarters since.
Advisor Partners's iShares National Muni Bond ETF position peaked at $3.74M in Q4 2021.
1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.