Blue Fin Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Blue Fin Capital’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	-5,054	Closed	-$537K	–	129
2022 Q2	$537K	Hold	5,054	–	–	0.19%	78
2022 Q1	$554K	Hold	5,054	–	–	0.16%	82
2021 Q4	$587K	Hold	5,054	–	–	0.16%	83
2021 Q3	$587K	Hold	5,054	–	–	0.18%	76
2021 Q2	$592K	Hold	5,054	–	–	0.18%	78
2021 Q1	$586K	Buy	5,054 +854	+20%	+$99.6K	0.2%	77
2020 Q4	$492K	Hold	4,200	–	–	0.18%	82
2020 Q3	$486K	Hold	4,200	–	–	0.2%	79
2020 Q2	$484K	Hold	4,200	–	–	0.21%	78
2020 Q1	$474K	Hold	4,200	–	–	0.26%	79
2019 Q4	$478K	Hold	4,200	–	–	0.23%	89
2019 Q3	$479K	Hold	4,200	–	–	0.25%	89
2019 Q2	$474K	Hold	4,200	–	–	0.24%	93
2019 Q1	$466K	Hold	4,200	–	–	0.24%	92
2018 Q4	$457K	Hold	4,200	–	–	0.27%	88
2018 Q3	$453K	Hold	4,200	–	–	0.22%	89
2018 Q2	$457K	Hold	4,200	–	–	0.24%	85
2018 Q1	$457K	Hold	4,200	–	–	0.26%	84
2017 Q4	$465K	Hold	4,200	–	–	0.27%	89
2017 Q3	$465K	Hold	4,200	–	–	0.29%	83
2017 Q2	$462K	Hold	4,200	–	–	0.3%	80
2017 Q1	$458K	Hold	4,200	–	–	0.28%	87
2016 Q4	$454K	Sell	4,200 -305	-7%	-$33.4K	0.3%	87
2016 Q3	$508K	Buy	4,505 +2,370	+111%	+$269K	0.41%	68
2016 Q2	$243K	Buy	+2,135	New	+$240K	0.2%	109

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 $424B AUM 22.94% 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

Blue Fin Capital's MUB Position: Q3 2022 in Review

Blue Fin Capital sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 5,054 shares — an estimated $537K sold.

Blue Fin Capital first reported a position in MUB in Q2 2016 and held it in 25 quarters. The position peaked at $592K in Q2 2021. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Blue Fin Capital reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Blue Fin Capital sold 5,054 iShares National Muni Bond ETF shares in Q3 2022, an estimated $537K.
Blue Fin Capital first reported a position in iShares National Muni Bond ETF in Q2 2016 and held it in 25 quarters.
Blue Fin Capital's iShares National Muni Bond ETF position peaked at $592K in Q2 2021.
1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Blue Fin Capital's 13F filing for Q3 2022, filed 4 Nov 2022.