AWM
MUB icon

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

Altavista 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
2021
Q4 		$780K Hold
6,706
– – 0.16% 103
2021
Q3 		$779K Hold
6,706
– – 0.17% 93
2021
Q2 		$786K Buy
6,706
+35
+0.5% +$4.09K 0.17% 93
2021
Q1 		$774K Hold
6,671
– – 0.19% 88
2020
Q4 		$782K Hold
6,671
– – 0.2% 84
2020
Q3 		$773K Sell
6,671
-994
-13% -$115K 0.21% 74
2020
Q2 		$885K Buy
7,665
+626
+9% +$71.1K 0.26% 69
2020
Q1 		$795K Buy
7,039
+98
+1% +$11.2K 0.27% 66
2019
Q4 		$791K Sell
6,941
-611
-8% -$69.6K 0.24% 80
2019
Q3 		$862K Buy
7,552
+1,528
+25% +$174K 0.27% 74
2019
Q2 		$681K Sell
6,024
-990
-14% -$111K 0.22% 84
2019
Q1 		$780K Buy
7,014
+5,064
+260% +$555K 0.28% 82
2018
Q4 		$213K Buy
+1,950
New +$210K 0.09% 142
2018
Q1 		– Sell
-9,614
Closed -$1.06M – 142
2017
Q4 		$1.06M Hold
9,614
– – 0.45% 60
2017
Q3 		$1.07M Buy
9,614
+382
+4% +$42.4K 0.51% 51
2017
Q2 		$1.02M Buy
9,232
+401
+5% +$44.1K 0.51% 51
2017
Q1 		$962K Buy
8,831
+2,133
+32% +$231K 0.48% 52
2016
Q4 		$725K Hold
6,698
– – 0.39% 58
2016
Q3 		$755K Sell
6,698
-8,120
-55% -$920K 0.41% 59
2016
Q2 		$1.69M Sell
14,818
-297
-2% -$33.4K 0.93% 39
2016
Q1 		$1.69M Buy
15,115
+65
+0.4% +$7.23K 0.95% 36
2015
Q4 		$1.67M Buy
15,050
+440
+3% +$48.3K 0.98% 35
2015
Q3 		$1.6M Hold
14,610
– – 1.05% 37
2015
Q2 		$1.58M Sell
14,610
-210
-1% -$22.9K 0.97% 38
2015
Q1 		$1.64M Buy
14,820
+850
+6% +$94K 1.01% 38
2014
Q4 		$1.54M Sell
13,970
-635
-4% -$69.8K 0.95% 38
2014
Q3 		$1.6M Sell
14,605
-745
-5% -$81.2K 1.03% 36
2014
Q2 		$1.67M Buy
15,350
+1,110
+8% +$120K 1.04% 35
2014
Q1 		$1.52M Buy
14,240
+610
+4% +$64.8K 0.93% 37
2013
Q4 		$1.41M Buy
13,630
+7,645
+128% +$797K 0.86% 38
2013
Q3 		$625K Buy
+5,985
New +$618K 0.41% 69

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altavista Wealth Management's MUB Position: Q4 2021 in Review

Altavista Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q4 2021 at 6,706 shares worth $780K. The position accounts for 0.16% of the portfolio, ranked #103.

Altavista Wealth Management first reported a position in MUB in Q3 2013 and has held it in 31 quarters since. The position peaked at $1.69M in Q2 2016. 1,174 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Altavista Wealth Management held 6,706 shares of iShares National Muni Bond ETF worth $780K as of Q4 2021.
  • Altavista Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q4 2021.
  • iShares National Muni Bond ETF made up 0.16% of Altavista Wealth Management's portfolio in Q4 2021, its #103 holding.
  • Altavista Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 31 quarters since.
  • Altavista Wealth Management's iShares National Muni Bond ETF position peaked at $1.69M in Q2 2016.
  • 1,174 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.