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Balboa Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Balboa Wealth Partners’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
2023
Q2 		– Sell
-2,078
Closed -$224K – 324
2023
Q1 		$224K Hold
2,078
– – 0.08% 204
2022
Q4 		$219K Sell
2,078
-384
-16% -$40K 0.1% 200
2022
Q3 		$253K Buy
+2,462
New +$262K 0.11% 164

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Balboa Wealth Partners's MUB Position: Q2 2023 in Review

Balboa Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2023, closing a stake of 2,078 shares — an estimated $224K sold.

Balboa Wealth Partners first reported a position in MUB in Q3 2022 and held it in 3 quarters. The position peaked at $253K in Q3 2022. 1,218 funds tracked by Wall St. Rank hold MUB as of Q2 2023.

  • Balboa Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,078 iShares National Muni Bond ETF shares in Q2 2023, an estimated $224K.
  • Balboa Wealth Partners first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 3 quarters.
  • Balboa Wealth Partners's iShares National Muni Bond ETF position peaked at $253K in Q3 2022.
  • 1,218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.