Antonetti Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Antonetti Capital 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
2023 Q3	$509K	Hold	4,964	–	–	0.8%	20
2023 Q2	$530K	Hold	4,964	–	–	0.76%	20
2023 Q1	$535K	Hold	4,964	–	–	0.78%	19
2022 Q4	$524K	Hold	4,964	–	–	0.72%	21
2022 Q3	$509K	Hold	4,964	–	–	0.59%	23
2022 Q2	$528K	Hold	4,964	–	–	0.55%	26
2022 Q1	$544K	Sell	4,964 -200	-4%	-$22.6K	0.51%	29
2021 Q4	$600K	Buy	5,164 +2,450	+90%	+$284K	0.47%	36
2021 Q3	$315K	Buy	+2,714	New	+$318K	0.26%	57
2014 Q3	$191K	Sell	1,738 -1,225	-41%	-$134K	0.33%	33
2014 Q2	$322K	Sell	2,963 -250	-8%	-$27K	0.25%	45
2014 Q1	$344K	Hold	3,213	–	–	0.3%	40
2013 Q4	$333K	Sell	3,213 -150	-4%	-$15.6K	0.3%	40
2013 Q3	$351K	Sell	3,363 -453	-12%	-$46.8K	0.36%	43
2013 Q2	$401K	Buy	+3,816	New	+$418K	0.44%	39

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Antonetti Capital Management's MUB Position: Q3 2023 in Review

Antonetti Capital Management held its iShares National Muni Bond ETF (MUB) position steady in Q3 2023 at 4,964 shares worth $509K. The position accounts for 0.8% of the portfolio, ranked #20.

Antonetti Capital Management first reported a position in MUB in Q2 2013 and has held it in 15 quarters since. The position peaked at $600K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Antonetti Capital Management held 4,964 shares of iShares National Muni Bond ETF worth $509K as of Q3 2023.
Antonetti Capital Management left its iShares National Muni Bond ETF share count unchanged in Q3 2023.
iShares National Muni Bond ETF made up 0.8% of Antonetti Capital Management's portfolio in Q3 2023, its #20 holding.
Antonetti Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares National Muni Bond ETF position peaked at $600K in Q4 2021.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.