Column Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Column Capital 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	$43.6M	Sell	425,485 -3,439	-0.8%	-$363K	6.42%	5
2023 Q2	$45.8M	Sell	428,924 -21,366	-5%	-$2.28M	6.44%	5
2023 Q1	$48.5M	Buy	450,290 +1,324	+0.3%	+$141K	7.24%	4
2022 Q4	$47.4M	Sell	448,966 -66,266	-13%	-$6.91M	7.86%	3
2022 Q3	$21.5M	Buy	515,232 +197,809	+62%	+$21M	4.45%	9
2022 Q2	$33.8M	Buy	317,423 +123,203	+63%	+$13.1M	6.47%	4
2022 Q1	$21.3M	Buy	194,220 +175,795	+954%	+$19.8M	3.9%	8
2021 Q4	$2.14M	Buy	18,425 +8,276	+82%	+$961K	0.41%	33
2021 Q3	$1.18M	Sell	10,149 -214	-2%	-$25.1K	0.25%	50
2021 Q2	$1.22M	Buy	10,363 +4,440	+75%	+$519K	0.26%	46
2021 Q1	$687K	Sell	5,923 -170	-3%	-$19.8K	0.15%	55
2020 Q4	$714K	Buy	6,093 +2	+0%	+$232	0.18%	51
2020 Q3	$706K	Buy	6,091 +1,209	+25%	+$140K	0.22%	44
2020 Q2	$563K	Sell	4,882 -415	-8%	-$47.1K	0.19%	47
2020 Q1	$599K	Buy	5,297 +4,747	+863%	+$542K	0.24%	38
2019 Q4	$62K	Buy	+550	New	+$62.7K	0.03%	209

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $52B AUM 24.53% 1-Year Est. Return

Column Capital Advisors's MUB Position: Q3 2023 in Review

Column Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.8% in Q3 2023, selling an estimated $363K and leaving 425,485 shares worth $43.6M. The position accounts for 6.42% of the portfolio, ranked #5.

Column Capital Advisors first reported a position in MUB in Q4 2019 and has held it in 16 quarters since. The position peaked at $48.5M in Q1 2023. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Column Capital Advisors held 425,485 shares of iShares National Muni Bond ETF worth $43.6M as of Q3 2023.
Column Capital Advisors sold 3,439 iShares National Muni Bond ETF shares in Q3 2023, an estimated $363K.
iShares National Muni Bond ETF made up 6.42% of Column Capital Advisors's portfolio in Q3 2023, its #5 holding.
Column Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares National Muni Bond ETF position peaked at $48.5M in Q1 2023.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.