Brightworth’s iShares National Muni Bond ETF MUB Stock Holding History

Brightworth’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	$3.4M	Buy	+33,165	New	+$3.53M	0.36%	48

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

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

Brightworth's MUB Position: Q3 2022 in Review

Brightworth opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2022: 33,165 shares worth $3.4M. The stake represents 0.36% of the portfolio and ranks #48 among its holdings.

1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Brightworth held 33,165 shares of iShares National Muni Bond ETF worth $3.4M as of Q3 2022.
iShares National Muni Bond ETF was a new Brightworth position in Q3 2022.
iShares National Muni Bond ETF made up 0.36% of Brightworth's portfolio in Q3 2022, its #48 holding.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.