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

Catalyst 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
2023 Q1	$598K	Buy	+5,550	New	+$593K	0.56%	70

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 $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catalyst Wealth Management's MUB Position: Q1 2023 in Review

Catalyst Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2023: 5,550 shares worth $598K. The stake represents 0.56% of the portfolio and ranks #70 among its holdings.

1,206 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Catalyst Wealth Management held 5,550 shares of iShares National Muni Bond ETF worth $598K as of Q1 2023.
iShares National Muni Bond ETF was a new Catalyst Wealth Management position in Q1 2023.
iShares National Muni Bond ETF made up 0.56% of Catalyst Wealth Management's portfolio in Q1 2023, its #70 holding.
1,206 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.