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

Beam 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 Q4	–	Sell	-10,675	Closed	-$1.09M	–	112
2022 Q3	$1.09M	Buy	10,675 +3,326	+45%	+$354K	1.22%	28
2022 Q2	$782K	Buy	+7,349	New	+$784K	0.87%	40
2020 Q2	–	Sell	-5,859	Closed	-$662K	–	157
2020 Q1	$662K	Sell	5,859 -8,949	-60%	-$1.02M	0.66%	48
2019 Q4	$1.69M	Buy	+14,808	New	+$1.69M	1.57%	11

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

Beam Wealth Advisors's MUB Position: Q4 2022 in Review

Beam Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 10,675 shares — an estimated $1.09M sold.

Beam Wealth Advisors first reported a position in MUB in Q4 2019 and held it in 4 quarters. The position peaked at $1.69M in Q4 2019. 1,206 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Beam Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Beam Wealth Advisors sold 10,675 iShares National Muni Bond ETF shares in Q4 2022, an estimated $1.09M.
Beam Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 4 quarters.
Beam Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.69M in Q4 2019.
1,206 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.