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

Doyle Wealth Management’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	-2,043	Closed	-$224K	–	230
2022 Q1	$224K	Buy	2,043 +3	+0.1%	+$339	0.02%	226
2021 Q4	$237K	Sell	2,040 -80	-4%	-$9.29K	0.02%	209
2021 Q3	$246K	Buy	2,120 +3	+0.1%	+$352	0.02%	198
2021 Q2	$248K	Buy	2,117 +4	+0.2%	+$467	0.02%	199
2021 Q1	$245K	Sell	2,113 -114	-5%	-$13.3K	0.02%	190
2020 Q4	$261K	Sell	2,227 -164	-7%	-$19.1K	0.03%	183
2020 Q3	$277K	Hold	2,391	–	–	0.03%	157
2020 Q2	$276K	Buy	2,391 +6	+0.3%	+$681	0.04%	149
2020 Q1	$270K	Buy	+2,385	New	+$272K	0.04%	143
2019 Q3	–	Sell	-1,255	Closed	-$142K	–	545
2019 Q2	$142K	Buy	+1,255	New	+$141K	0.02%	230
2019 Q1	–	Sell	-675	Closed	-$74K	–	530
2018 Q4	$74K	Buy	+675	New	+$72.6K	0.01%	296

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Doyle Wealth Management's MUB Position: Q2 2022 in Review

Doyle Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 2,043 shares — an estimated $224K sold.

Doyle Wealth Management first reported a position in MUB in Q4 2018 and held it in 11 quarters. The position peaked at $277K in Q3 2020. 1,156 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Doyle Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 2,043 iShares National Muni Bond ETF shares in Q2 2022, an estimated $224K.
Doyle Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 11 quarters.
Doyle Wealth Management's iShares National Muni Bond ETF position peaked at $277K in Q3 2020.
1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.