B&D White Capital Company’s iShares National Muni Bond ETF MUB Stock Holding History

B&D White Capital Company’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 Q3	–	Sell	-13,759	Closed	-$1.46M	–	64
2022 Q2	$1.46M	Buy	+13,759	New	+$1.47M	0.62%	27
2021 Q2	–	Sell	-28,105	Closed	-$3.25M	–	49
2021 Q1	$3.25M	Sell	28,105 -54,890	-66%	-$6.4M	1.73%	17
2020 Q4	$9.73M	Buy	+82,995	New	+$9.64M	5.53%	5

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B&D White Capital Company's MUB Position: Q3 2022 in Review

B&D White Capital Company sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 13,759 shares — an estimated $1.46M sold.

B&D White Capital Company first reported a position in MUB in Q4 2020 and held it in 3 quarters. The position peaked at $9.73M in Q4 2020. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

B&D White Capital Company reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
B&D White Capital Company sold 13,759 iShares National Muni Bond ETF shares in Q3 2022, an estimated $1.46M.
B&D White Capital Company first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 3 quarters.
B&D White Capital Company's iShares National Muni Bond ETF position peaked at $9.73M in Q4 2020.
1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on B&D White Capital Company's 13F filing for Q3 2022, filed 26 Oct 2022.