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

DB Wealth Management Group’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 Q4	–	Sell	-100	Closed	-$10K	–	372
2022 Q3	$10K	Hold	100	–	–	0.01%	286
2022 Q2	$11K	Sell	100 -642	-87%	-$68.5K	0.01%	283
2022 Q1	$81K	Buy	742 +2	+0.3%	+$226	0.05%	132
2021 Q4	$86K	Buy	740 +4	+0.5%	+$464	0.05%	129
2021 Q3	$86K	Buy	736 +3	+0.4%	+$352	0.06%	123
2021 Q2	$86K	Buy	733 +2	+0.3%	+$234	0.06%	127
2021 Q1	$85K	Buy	731 +2	+0.3%	+$233	0.06%	126
2020 Q4	$85K	Buy	+729	New	+$84.7K	0.06%	116

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

DB Wealth Management Group's MUB Position: Q4 2022 in Review

DB Wealth Management Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 100 shares — an estimated $10K sold.

DB Wealth Management Group first reported a position in MUB in Q4 2020 and held it in 8 quarters. The position peaked at $86K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

DB Wealth Management Group reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 100 iShares National Muni Bond ETF shares in Q4 2022, an estimated $10K.
DB Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 8 quarters.
DB Wealth Management Group's iShares National Muni Bond ETF position peaked at $86K in Q4 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.