First Capital Advisors Group’s iShares National Muni Bond ETF MUB Stock Holding History

First Capital Advisors Group’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 Q2	$2.68K	Buy	25 +2	+9%	+$214	﹤0.01%	763
2023 Q1	$2.52K	Sell	23 -2	-8%	-$214	﹤0.01%	202
2022 Q4	$2.69K	Buy	25 +2	+9%	+$208	﹤0.01%	210
2022 Q3	$2K	Buy	+23	New	+$2.44K	﹤0.01%	204
2018 Q2	–	Sell	-156	Closed	-$17K	–	552
2018 Q1	$17K	Buy	+156	New	+$17K	0.01%	461

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

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

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

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

First Capital Advisors Group's MUB Position: Q2 2023 in Review

First Capital Advisors Group increased its iShares National Muni Bond ETF (MUB) stake by 8.7% in Q2 2023, buying an estimated $214 and bringing the position to 25 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

First Capital Advisors Group first reported a position in MUB in Q1 2018 and has held it in 5 quarters since. The position peaked at $17K in Q1 2018. 1,218 funds tracked by Wall St. Rank hold MUB as of Q2 2023.

First Capital Advisors Group held 25 shares of iShares National Muni Bond ETF worth $2.68K as of Q2 2023.
First Capital Advisors Group bought 2 iShares National Muni Bond ETF shares in Q2 2023, an estimated $214.
iShares National Muni Bond ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #763 holding.
First Capital Advisors Group first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's iShares National Muni Bond ETF position peaked at $17K in Q1 2018.
1,218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.