B. Riley Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

B. Riley 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 Q2	$5.9K	Buy	+1,506	New	+$161K	0.01%	136
2020 Q3	–	Sell	-300,925	Closed	-$17.4M	–	491
2020 Q2	$17.4M	Buy	300,925 +291,727	+3,172%	+$33.1M	1.91%	9
2020 Q1	$1.04M	Hold	9,198	–	–	0.11%	169
2019 Q4	$1.05M	Hold	9,198	–	–	0.16%	138
2019 Q3	$1.05M	Sell	9,198 -677	-7%	-$77.2K	0.18%	131
2019 Q2	$1.12K	Hold	9,875	–	–	0.17%	118
2019 Q1	$1.1M	Hold	9,875	–	–	0.19%	123
2018 Q4	$1.08M	Buy	+9,875	New	+$1.06M	0.23%	105

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Management's MUB Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2022: 1,506 shares worth $5.9K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in MUB as recently as Q2 2020.

B. Riley Wealth Management first reported a position in MUB in Q4 2018 and has held it in 8 quarters since. The position peaked at $17.4M in Q2 2020. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

B. Riley Wealth Management held 1,506 shares of iShares National Muni Bond ETF worth $5.9K as of Q2 2022.
iShares National Muni Bond ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares National Muni Bond ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #136 holding.
B. Riley Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 8 quarters since.
B. Riley Wealth Management's iShares National Muni Bond ETF position peaked at $17.4M in Q2 2020.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.