Everett Harris & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Everett Harris & Co’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	-3,303	Closed	-$349K	–	258
2022 Q4	$349K	Hold	3,303	–	–	0.01%	198
2022 Q3	$339K	Hold	3,303	–	–	0.01%	197
2022 Q2	$351K	Hold	3,303	–	–	0.01%	204
2022 Q1	$362K	Hold	3,303	–	–	0.01%	214
2021 Q4	$384K	Hold	3,303	–	–	0.01%	208
2021 Q3	$384K	Hold	3,303	–	–	0.01%	202
2021 Q2	$387K	Hold	3,303	–	–	0.01%	205
2021 Q1	$383K	Hold	3,303	–	–	0.01%	199
2020 Q4	$387K	Hold	3,303	–	–	0.01%	196
2020 Q3	$383K	Hold	3,303	–	–	0.01%	182
2020 Q2	$381K	Hold	3,303	–	–	0.01%	174
2020 Q1	$373K	Buy	+3,303	New	+$377K	0.01%	168

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Everett Harris & Co's MUB Position: Q1 2023 in Review

Everett Harris & Co sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 3,303 shares — an estimated $349K sold.

Everett Harris & Co first reported a position in MUB in Q1 2020 and held it in 12 quarters. The position peaked at $387K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Everett Harris & Co reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Everett Harris & Co sold 3,303 iShares National Muni Bond ETF shares in Q1 2023, an estimated $349K.
Everett Harris & Co first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 12 quarters.
Everett Harris & Co's iShares National Muni Bond ETF position peaked at $387K in Q2 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Everett Harris & Co's 13F filing for Q1 2023, filed 25 Apr 2023.