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

Drive 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
-27,070
Closed -$2.97M – 181
2022
Q1 		$2.97M Buy
+27,070
New +$3.06M 2.5% 5

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Drive Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 27,070 shares — an estimated $2.97M sold.

Drive Wealth Management first reported a position in MUB in Q1 2022 and held it in 1 quarter. The position peaked at $2.97M in Q1 2022. 1,156 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • Drive Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Drive Wealth Management sold 27,070 iShares National Muni Bond ETF shares in Q2 2022, an estimated $2.97M.
  • Drive Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Drive Wealth Management's iShares National Muni Bond ETF position peaked at $2.97M in Q1 2022.
  • 1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Drive Wealth Management's 13F filing for Q2 2022, filed 15 Nov 2022.