Brewin Dolphin Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Brewin Dolphin Wealth 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	$87K	Hold	820	–	–	0.01%	160
2022 Q1	$90K	Hold	820	–	–	0.01%	162
2021 Q4	$95K	Hold	820	–	–	0.01%	162
2021 Q3	$95.3K	Hold	820	–	–	0.01%	159
2021 Q2	$96.1K	Hold	820	–	–	0.01%	157
2021 Q1	$95.2K	Hold	820	–	–	0.01%	143
2020 Q4	$96.1K	Hold	820	–	–	0.02%	133
2020 Q3	$95.1K	Buy	820 +360	+78%	+$41.8K	0.02%	129
2020 Q2	$53.1K	Buy	+460	New	+$52.2K	0.01%	154

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

Brewin Dolphin Wealth Management's MUB Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2022 at 820 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #160.

Brewin Dolphin Wealth Management first reported a position in MUB in Q2 2020 and has held it in 9 quarters since. The position peaked at $96.1K in Q2 2021. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Brewin Dolphin Wealth Management held 820 shares of iShares National Muni Bond ETF worth $87K as of Q2 2022.
Brewin Dolphin Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2022.
iShares National Muni Bond ETF made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #160 holding.
Brewin Dolphin Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 9 quarters since.
Brewin Dolphin Wealth Management's iShares National Muni Bond ETF position peaked at $96.1K in Q2 2021.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.