Briggs Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Briggs Advisory Group’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 Q3	$496K	Sell	4,842 -190	-4%	-$20K	0.28%	39
2023 Q2	$537K	Sell	5,032 -303	-6%	-$32.4K	0.3%	37
2023 Q1	$575K	Hold	5,335	–	–	0.34%	37
2022 Q4	$563K	Hold	5,335	–	–	0.36%	37
2022 Q3	$547K	Hold	5,335	–	–	0.41%	34
2022 Q2	$567K	Hold	5,335	–	–	0.41%	35
2022 Q1	$585K	Hold	5,335	–	–	0.39%	31
2021 Q4	$620K	Buy	+5,335	New	+$619K	0.42%	30

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Briggs Advisory Group's MUB Position: Q3 2023 in Review

Briggs Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 3.8% in Q3 2023, selling an estimated $20K and leaving 4,842 shares worth $496K. The position accounts for 0.28% of the portfolio, ranked #39.

Briggs Advisory Group first reported a position in MUB in Q4 2021 and has held it in 8 quarters since. The position peaked at $620K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Briggs Advisory Group held 4,842 shares of iShares National Muni Bond ETF worth $496K as of Q3 2023.
Briggs Advisory Group sold 190 iShares National Muni Bond ETF shares in Q3 2023, an estimated $20K.
iShares National Muni Bond ETF made up 0.28% of Briggs Advisory Group's portfolio in Q3 2023, its #39 holding.
Briggs Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares National Muni Bond ETF position peaked at $620K in Q4 2021.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.