CF
MUB icon

Concorde Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Concorde Financial’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
Q1 		– Sell
-353
Closed -$41K – 106
2021
Q4 		$41K Buy
+353
New +$41K 0.03% 55

Other funds holding MUB

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concorde Financial's MUB Position: Q1 2022 in Review

Concorde Financial sold out of iShares National Muni Bond ETF (MUB) in Q1 2022, closing a stake of 353 shares — an estimated $41K sold.

Concorde Financial first reported a position in MUB in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 1,161 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

  • Concorde Financial reported no remaining iShares National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Concorde Financial sold 353 iShares National Muni Bond ETF shares in Q1 2022, an estimated $41K.
  • Concorde Financial first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Concorde Financial's iShares National Muni Bond ETF position peaked at $41K in Q4 2021.
  • 1,161 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.