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Dixon Hughes Goodman Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Dixon Hughes Goodman Wealth 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 		$481K Buy
4,388
+264
+6% +$29.8K 0.14% 105
2021
Q4 		$479K Buy
+4,124
New +$479K 0.16% 84

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

Dixon Hughes Goodman Wealth Advisors's MUB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.4% in Q1 2022, buying an estimated $29.8K and bringing the position to 4,388 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #105.

Dixon Hughes Goodman Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 2 quarters since. 1,161 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,388 shares of iShares National Muni Bond ETF worth $481K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 264 iShares National Muni Bond ETF shares in Q1 2022, an estimated $29.8K.
  • iShares National Muni Bond ETF made up 0.14% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #105 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,161 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.