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

Edge 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 Q1	–	Sell	-55	Closed	-$6K	–	317
2021 Q4	$6K	Hold	55	–	–	﹤0.01%	324
2021 Q3	$6K	Hold	55	–	–	﹤0.01%	337
2021 Q2	$6K	Hold	55	–	–	﹤0.01%	335
2021 Q1	$6K	Hold	55	–	–	﹤0.01%	326
2020 Q4	$6K	Hold	55	–	–	﹤0.01%	289
2020 Q3	$6K	Hold	55	–	–	﹤0.01%	347
2020 Q2	$6K	Hold	55	–	–	﹤0.01%	530
2020 Q1	$6K	Hold	55	–	–	﹤0.01%	453
2019 Q4	$6K	Hold	55	–	–	﹤0.01%	473
2019 Q3	$6K	Buy	+55	New	+$6.28K	﹤0.01%	466

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edge Wealth Management's MUB Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2022, closing a stake of 55 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in MUB in Q3 2019 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 1,161 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

Edge Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 55 iShares National Muni Bond ETF shares in Q1 2022, an estimated $6K.
Edge Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 10 quarters.
Edge Wealth Management's iShares National Muni Bond ETF position peaked at $6K in Q4 2021.
1,161 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.