Emerald Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Emerald 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 Q2	–	Sell	-4,151	Closed	-$455K	–	89
2022 Q1	$455K	Sell	4,151 -1,517	-27%	-$171K	0.11%	59
2021 Q4	$659K	Sell	5,668 -11,625	-67%	-$1.35M	0.16%	37
2021 Q3	$2.01M	Buy	17,293 +2,277	+15%	+$267K	0.57%	21
2021 Q2	$1.76M	Buy	15,016 +1,996	+15%	+$233K	0.55%	22
2021 Q1	$1.51M	Buy	13,020 +579	+5%	+$67.5K	0.55%	22
2020 Q4	$1.46M	Sell	12,441 -14,041	-53%	-$1.63M	0.5%	19
2020 Q3	$3.07M	Buy	26,482 +2,658	+11%	+$309K	1.17%	9
2020 Q2	$2.75M	Buy	23,824 +11,527	+94%	+$1.31M	1.21%	9
2020 Q1	$1.39M	Buy	+12,297	New	+$1.4M	0.63%	16

Other funds holding MUB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Emerald Advisors's MUB Position: Q2 2022 in Review

Emerald Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 4,151 shares — an estimated $455K sold.

Emerald Advisors first reported a position in MUB in Q1 2020 and held it in 9 quarters. The position peaked at $3.07M in Q3 2020. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Emerald Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Emerald Advisors sold 4,151 iShares National Muni Bond ETF shares in Q2 2022, an estimated $455K.
Emerald Advisors first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 9 quarters.
Emerald Advisors's iShares National Muni Bond ETF position peaked at $3.07M in Q3 2020.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Emerald Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.