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

Aurora Private Wealth’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
-2,554
Closed -$262K – 164
2022
Q3 		$262K Buy
2,554
+228
+10% +$24.2K 0.12% 126
2022
Q2 		$247K Sell
2,326
-253
-10% -$27K 0.11% 137
2022
Q1 		$283K Sell
2,579
-85
-3% -$9.59K 0.12% 144
2021
Q4 		$310K Sell
2,664
-98
-4% -$11.4K 0.13% 134
2021
Q3 		$321K Sell
2,762
-50
-2% -$5.86K 0.13% 150
2021
Q2 		$330K Sell
2,812
-336
-11% -$39.3K 0.13% 145
2021
Q1 		$365K Sell
3,148
-558
-15% -$65.1K 0.15% 128
2020
Q4 		$434K Buy
3,706
+467
+14% +$54.3K 0.18% 119
2020
Q3 		$376K Buy
3,239
+45
+1% +$5.23K 0.16% 111
2020
Q2 		$369K Sell
3,194
-2,354
-42% -$267K 0.17% 108
2020
Q1 		$627K Buy
5,548
+1,976
+55% +$226K 0.22% 102
2019
Q4 		$407K Buy
+3,572
New +$407K 0.14% 119

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aurora Private Wealth's MUB Position: Q4 2022 in Review

Aurora Private Wealth sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,554 shares — an estimated $262K sold.

Aurora Private Wealth first reported a position in MUB in Q4 2019 and held it in 12 quarters. The position peaked at $627K in Q1 2020. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

  • Aurora Private Wealth reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 2,554 iShares National Muni Bond ETF shares in Q4 2022, an estimated $262K.
  • Aurora Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 12 quarters.
  • Aurora Private Wealth's iShares National Muni Bond ETF position peaked at $627K in Q1 2020.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.