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

Benchmark Financial 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
Q2 		– Sell
-3,101
Closed -$340K – 78
2022
Q1 		$340K Buy
3,101
+1,161
+60% +$131K 0.14% 54
2021
Q4 		$226K Buy
+1,940
New +$225K 0.09% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Benchmark Financial Wealth Advisors's MUB Position: Q2 2022 in Review

Benchmark Financial Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 3,101 shares — an estimated $340K sold.

Benchmark Financial Wealth Advisors first reported a position in MUB in Q4 2021 and held it in 2 quarters. The position peaked at $340K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • Benchmark Financial Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 3,101 iShares National Muni Bond ETF shares in Q2 2022, an estimated $340K.
  • Benchmark Financial Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Benchmark Financial Wealth Advisors's iShares National Muni Bond ETF position peaked at $340K in Q1 2022.
  • 1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.