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

Avondale 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
2022 Q4	–	Sell	-2,000	Closed	-$205K	–	124
2022 Q3	$205K	Hold	2,000	–	–	0.22%	36
2022 Q2	$213K	Sell	2,000 -1,000	-33%	-$107K	0.25%	35
2022 Q1	$329K	Sell	3,000 -1,000	-25%	-$113K	0.39%	32
2021 Q4	$465K	Sell	4,000 -1,000	-20%	-$116K	0.47%	24
2021 Q3	$581K	Hold	5,000	–	–	0.57%	25
2021 Q2	$586K	Hold	5,000	–	–	0.55%	26
2021 Q1	$580K	Buy	5,000 +2,000	+67%	+$233K	0.57%	24
2020 Q4	$352K	Hold	3,000	–	–	0.41%	21
2020 Q3	$348K	Hold	3,000	–	–	0.53%	17
2020 Q2	$346K	Hold	3,000	–	–	0.49%	17
2020 Q1	$339K	Sell	3,000 -83	-3%	-$9.47K	0.54%	16
2019 Q4	$351K	Buy	3,083 +83	+3%	+$9.46K	0.51%	16
2019 Q3	$342K	Buy	3,000 +1,000	+50%	+$114K	0.56%	16
2019 Q2	$226K	Buy	+2,000	New	+$224K	0.17%	24

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Avondale Wealth Management's MUB Position: Q4 2022 in Review

Avondale Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,000 shares — an estimated $205K sold.

Avondale Wealth Management first reported a position in MUB in Q2 2019 and held it in 14 quarters. The position peaked at $586K in Q2 2021. 1,208 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Avondale Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Avondale Wealth Management sold 2,000 iShares National Muni Bond ETF shares in Q4 2022, an estimated $205K.
Avondale Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 14 quarters.
Avondale Wealth Management's iShares National Muni Bond ETF position peaked at $586K in Q2 2021.
1,208 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Avondale Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.