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Cooper/Haims Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Cooper/Haims 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
2022
Q1 		– Sell
-3,669
Closed -$427K – 85
2021
Q4 		$427K Buy
+3,669
New +$426K 0.26% 45

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

Cooper/Haims Advisors's MUB Position: Q1 2022 in Review

Cooper/Haims Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2022, closing a stake of 3,669 shares — an estimated $427K sold.

Cooper/Haims Advisors first reported a position in MUB in Q4 2021 and held it in 1 quarter. The position peaked at $427K in Q4 2021. 1,162 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

  • Cooper/Haims Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cooper/Haims Advisors sold 3,669 iShares National Muni Bond ETF shares in Q1 2022, an estimated $427K.
  • Cooper/Haims Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Cooper/Haims Advisors's iShares National Muni Bond ETF position peaked at $427K in Q4 2021.
  • 1,162 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Cooper/Haims Advisors's 13F filing for Q1 2022, filed 9 May 2022.