First Community Trust’s iShares National Muni Bond ETF MUB Stock Holding History

First Community Trust’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 Q4	–	Sell	-2,178	Closed	-$223K	–	297
2023 Q3	$223K	Hold	2,178	–	–	0.26%	59
2023 Q2	$232K	Buy	+2,178	New	+$233K	0.26%	62
2023 Q1	–	Sell	-716	Closed	-$76K	–	303
2022 Q4	$76K	Hold	716	–	–	0.09%	111
2022 Q3	$73K	Buy	+716	New	+$76.1K	0.1%	104

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

First Community Trust's MUB Position: Q4 2023 in Review

First Community Trust sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 2,178 shares — an estimated $223K sold.

First Community Trust first reported a position in MUB in Q3 2022 and held it in 4 quarters. The position peaked at $232K in Q2 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

First Community Trust reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
First Community Trust sold 2,178 iShares National Muni Bond ETF shares in Q4 2023, an estimated $223K.
First Community Trust first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 4 quarters.
First Community Trust's iShares National Muni Bond ETF position peaked at $232K in Q2 2023.
1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on First Community Trust's 13F filing for Q4 2023, filed 10 Jan 2024.