Core Wealth Advisors (Florida)’s iShares National Muni Bond ETF MUB Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-1,221	Closed	-$134K	–	230
2022 Q1	$134K	Sell	1,221 -67	-5%	-$7.56K	0.08%	45
2021 Q4	$150K	Hold	1,288	–	–	0.09%	45
2021 Q3	$150K	Hold	1,288	–	–	0.1%	47
2021 Q2	$151K	Buy	1,288 +260	+25%	+$30.4K	0.1%	40
2021 Q1	$119K	Hold	1,028	–	–	0.1%	36
2020 Q4	$120K	Hold	1,028	–	–	0.11%	36
2020 Q3	$119K	Sell	1,028 -932	-48%	-$108K	0.11%	37
2020 Q2	$226K	Sell	1,960 -109	-5%	-$12.4K	0.2%	34
2020 Q1	$234K	Buy	2,069 +19	+0.9%	+$2.17K	0.18%	34
2019 Q4	$234K	Buy	+2,050	New	+$234K	0.13%	31

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Core Wealth Advisors (Florida)'s MUB Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 1,221 shares — an estimated $134K sold.

Core Wealth Advisors (Florida) first reported a position in MUB in Q4 2019 and held it in 10 quarters. The position peaked at $234K in Q1 2020. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Core Wealth Advisors (Florida) reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,221 iShares National Muni Bond ETF shares in Q2 2022, an estimated $134K.
Core Wealth Advisors (Florida) first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 10 quarters.
Core Wealth Advisors (Florida)'s iShares National Muni Bond ETF position peaked at $234K in Q1 2020.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.