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CCA
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
Shares
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
$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
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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