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Aft Forsyth & Sober’s iShares National Muni Bond ETF MUB Stock Holding History

Aft Forsyth & Sober’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
Q4 		– Sell
-2,025
Closed -$208K – 84
2022
Q3 		$208K Hold
2,025
– – 0.1% 84
2022
Q2 		$215K Sell
2,025
-9,900
-83% -$1.06M 0.1% 85
2022
Q1 		$1.31M Sell
11,925
-250
-2% -$28.2K 0.51% 61
2021
Q4 		$1.42M Sell
12,175
-45,250
-79% -$5.25M 0.5% 57
2021
Q3 		$6.67M Hold
57,425
– – 2.51% 10
2021
Q2 		$6.73M Hold
57,425
– – 2.53% 12
2021
Q1 		$6.66M Sell
57,425
-14,435
-20% -$1.68M 2.73% 12
2020
Q4 		$8.42M Buy
71,860
+63,635
+774% +$7.39M 6.52% 5
2020
Q3 		$954K Hold
8,225
– – 7.4% 4
2020
Q2 		$949K Buy
8,225
+1,550
+23% +$176K 6.74% 4
2020
Q1 		$754K Sell
6,675
-18,425
-73% -$2.1M 8.07% 4
2019
Q4 		$2.86M Buy
+25,100
New +$2.86M 2.62% 10
2016
Q4 		$10.1M Buy
93,300
+175
+0.2% +$19.2K 16.37% 4
2016
Q3 		$10.5M Buy
93,125
+74,325
+395% +$8.42M 15.93% 4
2016
Q2 		$2.14M Buy
18,800
+8,050
+75% +$906K 14.74% 3
2016
Q1 		$1.2M Hold
10,750
– – 9.33% 3
2015
Q4 		$1.19M Hold
10,750
– – 0.29% 19
2015
Q3 		$1.18M Hold
10,750
– – 0.29% 19
2015
Q2 		$1.16M Hold
10,750
– – 0.27% 19
2015
Q1 		$1.19M Hold
10,750
– – 0.27% 19
2014
Q4 		$1.19M Hold
10,750
– – 0.26% 19
2014
Q3 		$1.18M Hold
10,750
– – 0.25% 18
2014
Q2 		$1.17M Hold
10,750
– – 0.24% 17
2014
Q1 		$1.15M Sell
10,750
-600
-5% -$63.7K 0.51% 14
2013
Q4 		$1.18M Sell
11,350
-3,150
-22% -$329K 0.24% 19
2013
Q3 		$1.51M Sell
14,500
-10,200
-41% -$1.05M 0.33% 19
2013
Q2 		$2.59M Buy
+24,700
New +$2.7M 0.61% 19

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aft Forsyth & Sober's MUB Position: Q4 2022 in Review

Aft Forsyth & Sober sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,025 shares — an estimated $208K sold.

Aft Forsyth & Sober first reported a position in MUB in Q2 2013 and held it in 27 quarters. The position peaked at $10.5M in Q3 2016. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

  • Aft Forsyth & Sober reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aft Forsyth & Sober sold 2,025 iShares National Muni Bond ETF shares in Q4 2022, an estimated $208K.
  • Aft Forsyth & Sober first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 27 quarters.
  • Aft Forsyth & Sober's iShares National Muni Bond ETF position peaked at $10.5M in Q3 2016.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Aft Forsyth & Sober's 13F filing for Q4 2022, filed 8 Feb 2023.