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AWM
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
$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
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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