Clearview Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-302	Closed	-$32.2K	–	430
2023 Q2	$32.2K	Hold	302	–	–	0.03%	223
2023 Q1	$32.5K	Sell	302 -174	-37%	-$18.6K	0.03%	224
2022 Q4	$50.2K	Sell	476 -544	-53%	-$56.7K	0.04%	168
2022 Q3	$105K	Sell	1,020 -673	-40%	-$71.5K	0.08%	109
2022 Q2	$180K	Sell	1,693 -1,206	-42%	-$129K	0.13%	89
2022 Q1	$318K	Sell	2,899 -3,375	-54%	-$381K	0.21%	73
2021 Q4	$730K	Buy	6,274 +1,068	+21%	+$124K	0.45%	51
2021 Q3	$605K	Sell	5,206 -7	-0.1%	-$821	0.38%	60
2021 Q2	$611K	Buy	5,213 +2	+0%	+$234	0.38%	59
2021 Q1	$605K	Sell	5,211 -314	-6%	-$36.6K	0.39%	56
2020 Q4	$648K	Buy	+5,525	New	+$642K	0.44%	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

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

Clearview Wealth Advisors's MUB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 302 shares — an estimated $32.2K sold.

Clearview Wealth Advisors first reported a position in MUB in Q4 2020 and held it in 11 quarters. The position peaked at $730K in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 302 iShares National Muni Bond ETF shares in Q3 2023, an estimated $32.2K.
Clearview Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares National Muni Bond ETF position peaked at $730K in Q4 2021.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.