Axiom Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Axiom Investment 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	-7,094	Closed	-$729K	–	290
2022 Q3	$729K	Sell	7,094 -542	-7%	-$57.6K	1.46%	14
2022 Q2	$813K	Buy	7,636 +380	+5%	+$40.6K	2.34%	11
2022 Q1	$796K	Buy	7,256 +1,037	+17%	+$117K	1.73%	16
2021 Q4	$723K	Buy	6,219 +68	+1%	+$7.9K	0.7%	35
2021 Q3	$714K	Sell	6,151 -505	-8%	-$59.2K	0.72%	34
2021 Q2	$780K	Sell	6,656 -433	-6%	-$50.6K	0.61%	43
2021 Q1	$822K	Buy	7,089 +6,153	+657%	+$718K	0.67%	42
2020 Q4	$889	Sell	936 -7,768	-89%	-$902K	0.81%	35
2020 Q3	$1.01M	Sell	8,704 -10	-0.1%	-$1.16K	1.14%	24
2020 Q2	$1.01M	Sell	8,714 -689	-7%	-$78.2K	1.33%	20
2020 Q1	$1.06M	Buy	9,403 +893	+10%	+$102K	1.88%	12
2019 Q4	$969K	Sell	8,510 -961	-10%	-$109K	1.39%	15
2019 Q3	$1.08M	Buy	9,471 +7	+0.1%	+$799	0.83%	34
2019 Q2	$1.07M	Buy	9,464 +774	+9%	+$86.7K	0.19%	131
2019 Q1	$966K	Buy	8,690 +395	+5%	+$43.3K	0.18%	130
2018 Q4	$904K	Buy	+8,295	New	+$893K	0.19%	120

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

Axiom Investment Management's MUB Position: Q4 2022 in Review

Axiom Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 7,094 shares — an estimated $729K sold.

Axiom Investment Management first reported a position in MUB in Q4 2018 and held it in 16 quarters. The position peaked at $1.08M in Q3 2019. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Axiom Investment Management reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 7,094 iShares National Muni Bond ETF shares in Q4 2022, an estimated $729K.
Axiom Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 16 quarters.
Axiom Investment Management's iShares National Muni Bond ETF position peaked at $1.08M in Q3 2019.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.