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

Consultiva 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
2022 Q1	–	Sell	-1,242	Closed	-$144K	–	31
2021 Q4	$144K	Hold	1,242	–	–	3.29%	5
2021 Q3	$144K	Buy	+1,242	New	+$146K	3.31%	6
2021 Q1	$238K	Hold	2,055	–	–	5.16%	3
2020 Q4	$241K	Buy	+2,055	New	+$239K	5.62%	2
2019 Q2	$241K	Buy	+2,055	New	+$230K	4.91%	3

Other funds holding MUB

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Consultiva Wealth Management's MUB Position: Q1 2022 in Review

Consultiva Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2022, closing a stake of 1,242 shares — an estimated $144K sold.

Consultiva Wealth Management first reported a position in MUB in Q2 2019 and held it in 5 quarters. The position peaked at $241K in Q4 2020. 1,161 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

Consultiva Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Consultiva Wealth Management sold 1,242 iShares National Muni Bond ETF shares in Q1 2022, an estimated $144K.
Consultiva Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 5 quarters.
Consultiva Wealth Management's iShares National Muni Bond ETF position peaked at $241K in Q4 2020.
1,161 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Consultiva Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.