BDO Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

BDO Wealth Advisors’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	-246	Closed	-$26K	–	1098
2022 Q2	$26K	Hold	246	–	–	﹤0.01%	513
2022 Q1	$27K	Hold	246	–	–	﹤0.01%	544
2021 Q4	$29K	Hold	246	–	–	﹤0.01%	552
2021 Q3	$29K	Hold	246	–	–	﹤0.01%	536
2021 Q2	$29K	Hold	246	–	–	﹤0.01%	548
2021 Q1	$29K	Buy	+246	New	+$28.7K	﹤0.01%	545
2020 Q1	–	Sell	-311	Closed	-$35K	–	795
2019 Q4	$35K	Buy	311 +2	+0.6%	+$228	0.01%	340
2019 Q3	$35K	Buy	309 +2	+0.7%	+$228	0.01%	354
2019 Q2	$35K	Sell	307 -114	-27%	-$12.8K	0.01%	345
2019 Q1	$47K	Buy	421 +1	+0.2%	+$110	0.01%	288
2018 Q4	$46K	Sell	420 -411	-49%	-$44.2K	0.02%	269
2018 Q3	$90K	Sell	831 -526	-39%	-$57.2K	0.03%	226
2018 Q2	$148K	Buy	1,357 +2	+0.1%	+$217	0.05%	179
2018 Q1	$148K	Buy	+1,355	New	+$148K	0.06%	148
2017 Q3	–	Sell	-2,005	Closed	-$221K	–	509
2017 Q2	$221K	Buy	+2,005	New	+$220K	0.1%	122

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

BDO Wealth Advisors's MUB Position: Q3 2022 in Review

BDO Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 246 shares — an estimated $26K sold.

BDO Wealth Advisors first reported a position in MUB in Q2 2017 and held it in 15 quarters. The position peaked at $221K in Q2 2017. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

BDO Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 246 iShares National Muni Bond ETF shares in Q3 2022, an estimated $26K.
BDO Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 15 quarters.
BDO Wealth Advisors's iShares National Muni Bond ETF position peaked at $221K in Q2 2017.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.