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

Auxano 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	-15,799	Closed	-$1.62M	–	102
2022 Q3	$1.62M	Sell	15,799 -14,000	-47%	-$1.49M	0.75%	27
2022 Q2	$3.17M	Hold	29,799	–	–	1.57%	15
2022 Q1	$3.27M	Buy	29,799 +1,600	+6%	+$181K	1.39%	15
2021 Q4	$3.28M	Buy	28,199 +199	+0.7%	+$23.1K	1.47%	16
2021 Q3	$3.25M	Hold	28,000	–	–	1.46%	13
2021 Q2	$3.28M	Hold	28,000	–	–	1.5%	14
2021 Q1	$3.25M	Hold	28,000	–	–	2%	13
2020 Q4	$3.28M	Hold	28,000	–	–	2.17%	12
2020 Q3	$3.25M	Hold	28,000	–	–	2.51%	11
2020 Q2	$3.23M	Hold	28,000	–	–	2.68%	11
2020 Q1	$3.16M	Buy	+28,000	New	+$3.2M	2.89%	9

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

Auxano Advisors's MUB Position: Q4 2022 in Review

Auxano Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 15,799 shares — an estimated $1.62M sold.

Auxano Advisors first reported a position in MUB in Q1 2020 and held it in 11 quarters. The position peaked at $3.28M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Auxano Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Auxano Advisors sold 15,799 iShares National Muni Bond ETF shares in Q4 2022, an estimated $1.62M.
Auxano Advisors first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 11 quarters.
Auxano Advisors's iShares National Muni Bond ETF position peaked at $3.28M in Q2 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Auxano Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.