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

Atlas Private 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
2023 Q3	–	Sell	-2,114	Closed	-$226K	–	114
2023 Q2	$226K	Buy	+2,114	New	+$226K	0.12%	111
2022 Q2	–	Sell	-6,281	Closed	-$689K	–	119
2022 Q1	$689K	Hold	6,281	–	–	0.4%	79
2021 Q4	$730K	Hold	6,281	–	–	0.41%	75
2021 Q3	$730K	Sell	6,281 -246	-4%	-$28.8K	0.45%	68
2021 Q2	$765K	Buy	6,527 +1,699	+35%	+$199K	0.47%	64
2021 Q1	$560K	Hold	4,828	–	–	0.36%	74
2020 Q4	$566K	Hold	4,828	–	–	0.4%	65
2020 Q3	$560K	Hold	4,828	–	–	0.44%	61
2020 Q2	$557K	Hold	4,828	–	–	0.45%	66
2020 Q1	$546K	Hold	4,828	–	–	0.5%	59
2019 Q4	$550K	Buy	+4,828	New	+$550K	0.42%	69

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

Atlas Private Wealth Management's MUB Position: Q3 2023 in Review

Atlas Private Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 2,114 shares — an estimated $226K sold.

Atlas Private Wealth Management first reported a position in MUB in Q4 2019 and held it in 11 quarters. The position peaked at $765K in Q2 2021. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Atlas Private Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 2,114 iShares National Muni Bond ETF shares in Q3 2023, an estimated $226K.
Atlas Private Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 11 quarters.
Atlas Private Wealth Management's iShares National Muni Bond ETF position peaked at $765K in Q2 2021.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Atlas Private Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.