Dixon Hubard Feinour & Brown’s iShares National Muni Bond ETF MUB Stock Holding History

Dixon Hubard Feinour & Brown’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	$481K	Hold	4,520	–	–	0.06%	196
2022 Q1	$496K	Buy	4,520 +455	+11%	+$51.4K	0.05%	214
2021 Q4	$473K	Sell	4,065 -160	-4%	-$18.6K	0.05%	218
2021 Q3	$491K	Hold	4,225	–	–	0.1%	120
2021 Q2	$495K	Buy	+4,225	New	+$494K	0.1%	119

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 $424B AUM 22.96% 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 $202B AUM 37.79% 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 $609B AUM 40.19% 1-Year Est. Return

Dixon Hubard Feinour & Brown's MUB Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown held its iShares National Muni Bond ETF (MUB) position steady in Q2 2022 at 4,520 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #196.

Dixon Hubard Feinour & Brown first reported a position in MUB in Q2 2021 and has held it in 5 quarters since. The position peaked at $496K in Q1 2022. 1,155 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Dixon Hubard Feinour & Brown held 4,520 shares of iShares National Muni Bond ETF worth $481K as of Q2 2022.
Dixon Hubard Feinour & Brown left its iShares National Muni Bond ETF share count unchanged in Q2 2022.
iShares National Muni Bond ETF made up 0.06% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #196 holding.
Dixon Hubard Feinour & Brown first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 5 quarters since.
Dixon Hubard Feinour & Brown's iShares National Muni Bond ETF position peaked at $496K in Q1 2022.
1,155 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.