Atlas Private Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Atlas Private Wealth 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 Q4	–	Sell	-1,966	Closed	-$202K	–	132
2022 Q3	$202K	Buy	1,966 +5	+0.3%	+$532	0.12%	123
2022 Q2	$209K	Sell	1,961 -172	-8%	-$18.4K	0.13%	122
2022 Q1	$234K	Sell	2,133 -1,106	-34%	-$125K	0.1%	121
2021 Q4	$377K	Sell	3,239 -2,006	-38%	-$233K	0.17%	101
2021 Q3	$609K	Sell	5,245 -3,741	-42%	-$439K	0.32%	76
2021 Q2	$1.05M	Sell	8,986 -1,455	-14%	-$170K	0.57%	36
2021 Q1	$1.21M	Sell	10,441 -1,948	-16%	-$227K	0.68%	32
2020 Q4	$1.45M	Sell	12,389 -1,194	-9%	-$139K	0.97%	22
2020 Q3	$1.57M	Sell	13,583 -4,855	-26%	-$564K	1.31%	16
2020 Q2	$2.13M	Buy	+18,438	New	+$2.09M	1.89%	11

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Advisors's MUB Position: Q4 2022 in Review

Atlas Private Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 1,966 shares — an estimated $202K sold.

Atlas Private Wealth Advisors first reported a position in MUB in Q2 2020 and held it in 10 quarters. The position peaked at $2.13M in Q2 2020. 1,206 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Atlas Private Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,966 iShares National Muni Bond ETF shares in Q4 2022, an estimated $202K.
Atlas Private Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.13M in Q2 2020.
1,206 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.