Bellevue Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Bellevue Asset 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	–	Sell	-400	Closed	-$44K	–	522
2022 Q1	$44K	Hold	400	–	–	0.03%	182
2021 Q4	$47K	Hold	400	–	–	0.03%	184
2021 Q3	$46K	Hold	400	–	–	0.03%	182
2021 Q2	$47K	Hold	400	–	–	0.03%	180
2021 Q1	$46K	Hold	400	–	–	0.03%	178
2020 Q4	$47K	Hold	400	–	–	0.03%	179
2020 Q3	$46K	Hold	400	–	–	0.03%	166
2020 Q2	$46K	Hold	400	–	–	0.05%	162
2020 Q1	$45K	Buy	+400	New	+$45.7K	0.05%	173

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

Bellevue Asset Management's MUB Position: Q2 2022 in Review

Bellevue Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 400 shares — an estimated $44K sold.

Bellevue Asset Management first reported a position in MUB in Q1 2020 and held it in 9 quarters. The position peaked at $47K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Bellevue Asset Management reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Bellevue Asset Management sold 400 iShares National Muni Bond ETF shares in Q2 2022, an estimated $44K.
Bellevue Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 9 quarters.
Bellevue Asset Management's iShares National Muni Bond ETF position peaked at $47K in Q4 2021.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Bellevue Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.