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American Portfolios Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

American Portfolios Advisors’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 		$2.28M Buy
22,208
+644
+3% +$68.5K 0.1% 214
2022
Q2 		$2.29M Sell
21,564
-632
-3% -$67.4K 0.09% 221
2022
Q1 		$2.43M Sell
22,196
-554
-2% -$62.5K 0.08% 250
2021
Q4 		$2.65M Buy
22,750
+445
+2% +$51.7K 0.09% 230
2021
Q3 		$2.59M Buy
22,305
+2,157
+11% +$253K 0.1% 210
2021
Q2 		$2.36M Buy
20,148
+1,953
+11% +$228K 0.09% 222
2021
Q1 		$2.11M Buy
18,195
+800
+5% +$93.3K 0.09% 214
2020
Q4 		$2.04M Buy
17,395
+1,414
+9% +$164K 0.1% 194
2020
Q3 		$1.85M Buy
15,981
+535
+3% +$62.2K 0.11% 179
2020
Q2 		$1.78M Sell
15,446
-4,200
-21% -$477K 0.12% 177
2020
Q1 		$2.22M Buy
19,646
+1,121
+6% +$128K 0.18% 126
2019
Q4 		$2.11M Buy
18,525
+4,445
+32% +$506K 0.15% 144
2019
Q3 		$1.61M Buy
14,080
+1,559
+12% +$178K 0.13% 164
2019
Q2 		$1.42M Buy
12,521
+1,774
+17% +$199K 0.12% 174
2019
Q1 		$1.2M Buy
10,747
+441
+4% +$48.4K 0.11% 188
2018
Q4 		$1.12M Buy
10,306
+805
+8% +$86.6K 0.14% 154
2018
Q3 		$1.03M Buy
9,501
+872
+10% +$94.8K 0.12% 173
2018
Q2 		$941K Buy
8,629
+7
+0.1% +$760 0.13% 162
2018
Q1 		$939K Buy
8,622
+332
+4% +$36.2K 0.14% 152
2017
Q4 		$918K Buy
+8,290
New +$917K 0.15% 151

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's MUB Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3% in Q3 2022, buying an estimated $68.5K and bringing the position to 22,208 shares worth $2.28M. The position accounts for 0.1% of the portfolio, ranked #214.

American Portfolios Advisors first reported a position in MUB in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.65M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • American Portfolios Advisors held 22,208 shares of iShares National Muni Bond ETF worth $2.28M as of Q3 2022.
  • American Portfolios Advisors bought 644 iShares National Muni Bond ETF shares in Q3 2022, an estimated $68.5K.
  • iShares National Muni Bond ETF made up 0.1% of American Portfolios Advisors's portfolio in Q3 2022, its #214 holding.
  • American Portfolios Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares National Muni Bond ETF position peaked at $2.65M in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.