Cadence Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Cadence Bank’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	–	Sell	-2,000	Closed	-$213K	–	337
2023 Q2	$213K	Hold	2,000	–	–	0.02%	319
2023 Q1	$215K	Hold	2,000	–	–	0.02%	320
2022 Q4	$211K	Hold	2,000	–	–	0.02%	314
2022 Q3	$205K	Buy	+2,000	New	+$213K	0.02%	307

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

Cadence Bank's MUB Position: Q3 2023 in Review

Cadence Bank sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 2,000 shares — an estimated $213K sold.

Cadence Bank first reported a position in MUB in Q3 2022 and held it in 4 quarters. The position peaked at $215K in Q1 2023. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Cadence Bank reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Cadence Bank sold 2,000 iShares National Muni Bond ETF shares in Q3 2023, an estimated $213K.
Cadence Bank first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 4 quarters.
Cadence Bank's iShares National Muni Bond ETF position peaked at $215K in Q1 2023.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Cadence Bank's 13F filing for Q3 2023, filed 13 Nov 2023.