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

Bellwether 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	-15,844	Closed	-$1.63M	–	522
2022 Q3	$1.63M	Hold	15,844	–	–	0.54%	43
2022 Q2	$1.69M	Hold	15,844	–	–	0.54%	40
2022 Q1	$1.74M	Hold	15,844	–	–	0.52%	40
2021 Q4	$1.84M	Hold	15,844	–	–	0.57%	34
2021 Q3	$1.84M	Hold	15,844	–	–	0.61%	35
2021 Q2	$1.86M	Hold	15,844	–	–	0.64%	38
2021 Q1	$1.84M	Hold	15,844	–	–	0.73%	40
2020 Q4	$1.86M	Buy	+15,844	New	+$1.84M	0.82%	33

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

Bellwether Advisors's MUB Position: Q4 2022 in Review

Bellwether Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 15,844 shares — an estimated $1.63M sold.

Bellwether Advisors first reported a position in MUB in Q4 2020 and held it in 8 quarters. The position peaked at $1.86M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Bellwether Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 15,844 iShares National Muni Bond ETF shares in Q4 2022, an estimated $1.63M.
Bellwether Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 8 quarters.
Bellwether Advisors's iShares National Muni Bond ETF position peaked at $1.86M in Q2 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.