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Financial Planning & Information Services’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Planning & Information Services’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
Q4 		– Sell
-2,203
Closed -$226K – 85
2022
Q3 		$226K Hold
2,203
– – 0.05% 72
2022
Q2 		$234K Sell
2,203
-1,192
-35% -$127K 0.06% 67
2022
Q1 		$372K Buy
+3,395
New +$383K 0.08% 63

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Planning & Information Services's MUB Position: Q4 2022 in Review

Financial Planning & Information Services sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,203 shares — an estimated $226K sold.

Financial Planning & Information Services first reported a position in MUB in Q1 2022 and held it in 3 quarters. The position peaked at $372K in Q1 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

  • Financial Planning & Information Services reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 2,203 iShares National Muni Bond ETF shares in Q4 2022, an estimated $226K.
  • Financial Planning & Information Services first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 3 quarters.
  • Financial Planning & Information Services's iShares National Muni Bond ETF position peaked at $372K in Q1 2022.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Financial Planning & Information Services's 13F filing for Q4 2022, filed 13 Feb 2023.