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

Align 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
2022 Q4	$8.97M	Buy	+87,416	New	+$9.11M	7.58%	4

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

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

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

Align Wealth Management's MUB Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2022: 87,416 shares worth $8.97M. The stake represents 7.58% of the portfolio and ranks #4 among its holdings.

1,208 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Align Wealth Management held 87,416 shares of iShares National Muni Bond ETF worth $8.97M as of Q4 2022.
iShares National Muni Bond ETF was a new Align Wealth Management position in Q4 2022.
iShares National Muni Bond ETF made up 7.58% of Align Wealth Management's portfolio in Q4 2022, its #4 holding.
1,208 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.