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Caerus Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Caerus Investment 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
2022
Q3 		– Sell
-3,116
Closed -$331K – 62
2022
Q2 		$331K Buy
+3,116
New +$333K 0.4% 46
2022
Q1 		– Sell
-1,971
Closed -$229K – 73
2021
Q4 		$229K Buy
+1,971
New +$229K 0.25% 60

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caerus Investment Advisors's MUB Position: Q3 2022 in Review

Caerus Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 3,116 shares — an estimated $331K sold.

Caerus Investment Advisors first reported a position in MUB in Q4 2021 and held it in 2 quarters. The position peaked at $331K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • Caerus Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Caerus Investment Advisors sold 3,116 iShares National Muni Bond ETF shares in Q3 2022, an estimated $331K.
  • Caerus Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Caerus Investment Advisors's iShares National Muni Bond ETF position peaked at $331K in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Caerus Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.