Alpha Cubed Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Alpha Cubed Investments’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	-2,348	Closed	-$250K	–	305
2022 Q2	$250K	Sell	2,348 -3,492	-60%	-$373K	0.02%	260
2022 Q1	$640K	Sell	5,840 -750	-11%	-$84.6K	0.04%	170
2021 Q4	$766K	Buy	6,590 +265	+4%	+$30.8K	0.05%	138
2021 Q3	$735K	Buy	6,325 +608	+11%	+$71.3K	0.06%	132
2021 Q2	$670K	Sell	5,717 -493	-8%	-$57.6K	0.05%	144
2021 Q1	$721K	Buy	6,210 +1,036	+20%	+$121K	0.06%	133
2020 Q4	$606K	Buy	5,174 +856	+20%	+$99.4K	0.05%	143
2020 Q3	$501K	Buy	4,318 +68	+2%	+$7.9K	0.05%	136
2020 Q2	$490K	Buy	+4,250	New	+$482K	0.05%	127

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

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

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

CSIA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Alpha Cubed Investments's MUB Position: Q3 2022 in Review

Alpha Cubed Investments sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 2,348 shares — an estimated $250K sold.

Alpha Cubed Investments first reported a position in MUB in Q2 2020 and held it in 9 quarters. The position peaked at $766K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Alpha Cubed Investments reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Alpha Cubed Investments sold 2,348 iShares National Muni Bond ETF shares in Q3 2022, an estimated $250K.
Alpha Cubed Investments first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 9 quarters.
Alpha Cubed Investments's iShares National Muni Bond ETF position peaked at $766K in Q4 2021.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Alpha Cubed Investments's 13F filing for Q3 2022, filed 4 Nov 2022.