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

Blue Zone 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
2023 Q2	–	Sell	-6,075	Closed	-$655K	–	81
2023 Q1	$655K	Sell	6,075 -500	-8%	-$53.4K	0.35%	54
2022 Q4	$694K	Sell	6,575 -650	-9%	-$67.7K	0.37%	52
2022 Q3	$741K	Sell	7,225 -6,550	-48%	-$696K	0.38%	56
2022 Q2	$1.47M	Sell	13,775 -250	-2%	-$26.7K	0.66%	53
2022 Q1	$1.54M	Sell	14,025 -6,185	-31%	-$698K	0.57%	52
2021 Q4	$2.35M	Sell	20,210 -2,040	-9%	-$237K	0.78%	54
2021 Q3	$2.58M	Hold	22,250	–	–	0.9%	50
2021 Q2	$2.61M	Hold	22,250	–	–	0.98%	44
2021 Q1	$2.58M	Buy	22,250 +9,175	+70%	+$1.07M	1.1%	34
2020 Q4	$1.53M	Buy	13,075 +2,180	+20%	+$253K	0.74%	46
2020 Q3	$1.26M	Sell	10,895 -1,412	-11%	-$164K	0.71%	38
2020 Q2	$1.42M	Buy	12,307 +5,895	+92%	+$669K	0.79%	34
2020 Q1	$725K	Buy	6,412 +47	+0.7%	+$5.37K	0.68%	21
2019 Q4	$725K	Buy	+6,365	New	+$725K	0.47%	25

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Blue Zone Wealth Advisors's MUB Position: Q2 2023 in Review

Blue Zone Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2023, closing a stake of 6,075 shares — an estimated $655K sold.

Blue Zone Wealth Advisors first reported a position in MUB in Q4 2019 and held it in 14 quarters. The position peaked at $2.61M in Q2 2021. 1,218 funds tracked by Wall St. Rank hold MUB as of Q2 2023.

Blue Zone Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Blue Zone Wealth Advisors sold 6,075 iShares National Muni Bond ETF shares in Q2 2023, an estimated $655K.
Blue Zone Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 14 quarters.
Blue Zone Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.61M in Q2 2021.
1,218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2023.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.