Axiom Financial Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Axiom Financial Strategies’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	-3,413	Closed	-$350K	–	59
2022 Q3	$350K	Sell	3,413 -101,618	-97%	-$10.8M	0.19%	46
2022 Q2	$11.2M	Buy	105,031 +7,884	+8%	+$841K	5.88%	5
2022 Q1	$10.3M	Buy	97,147 +1,716	+2%	+$194K	5.21%	5
2021 Q4	$11.1M	Buy	95,431 +110	+0.1%	+$12.8K	5.04%	6
2021 Q3	$11.1M	Sell	95,321 -24,638	-21%	-$2.89M	5.22%	6
2021 Q2	$14.1M	Buy	119,959 +2,906	+2%	+$340K	6.48%	5
2021 Q1	$13.6M	Buy	117,053 +13,511	+13%	+$1.58M	6.67%	5
2020 Q4	$12M	Hold	103,542	–	–	7.21%	3
2020 Q3	$12M	Sell	103,542 -4,125	-4%	-$479K	7.21%	3
2020 Q2	$12.4M	Buy	107,667 +36,839	+52%	+$4.18M	8.1%	3
2020 Q1	$8M	Buy	+70,828	New	+$8.09M	6.47%	4

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 $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 $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

Axiom Financial Strategies's MUB Position: Q4 2022 in Review

Axiom Financial Strategies sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 3,413 shares — an estimated $350K sold.

Axiom Financial Strategies first reported a position in MUB in Q1 2020 and held it in 11 quarters. The position peaked at $14.1M in Q2 2021. 1,206 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Axiom Financial Strategies reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 3,413 iShares National Muni Bond ETF shares in Q4 2022, an estimated $350K.
Axiom Financial Strategies first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 11 quarters.
Axiom Financial Strategies's iShares National Muni Bond ETF position peaked at $14.1M in Q2 2021.
1,206 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.