FPIS
MUB icon

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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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. 1,209 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.
  • 1,209 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.