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Edge Capital Group’s iShares National Muni Bond ETF MUB Stock Holding History

Edge Capital 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
2023
Q1 		– Sell
-3,876
Closed -$409K – 415
2022
Q4 		$409K Buy
3,876
+615
+19% +$64.1K 0.03% 211
2022
Q3 		$334K Sell
3,261
-4,274
-57% -$454K 0.03% 221
2022
Q2 		$801K Buy
7,535
+4,560
+153% +$487K 0.07% 155
2022
Q1 		$326K Buy
2,975
+1,244
+72% +$140K 0.02% 237
2021
Q4 		$201K Buy
1,731
+3
+0.2% +$348 0.01% 272
2021
Q3 		$201K Buy
+1,728
New +$203K 0.02% 267

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Capital Group's MUB Position: Q1 2023 in Review

Edge Capital Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 3,876 shares — an estimated $409K sold.

Edge Capital Group first reported a position in MUB in Q3 2021 and held it in 6 quarters. The position peaked at $801K in Q2 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

  • Edge Capital Group reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Edge Capital Group sold 3,876 iShares National Muni Bond ETF shares in Q1 2023, an estimated $409K.
  • Edge Capital Group first reported a position in iShares National Muni Bond ETF in Q3 2021 and held it in 6 quarters.
  • Edge Capital Group's iShares National Muni Bond ETF position peaked at $801K in Q2 2022.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Edge Capital Group's 13F filing for Q1 2023, filed 4 May 2023.