First United Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

First United Bank & 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
2022 Q2	–	Sell	-1,985	Closed	-$218K	–	164
2022 Q1	$218K	Hold	1,985	–	–	0.09%	153
2021 Q4	$231K	Sell	1,985 -215	-10%	-$25K	0.09%	155
2021 Q3	$256K	Hold	2,200	–	–	0.1%	146
2021 Q2	$258K	Hold	2,200	–	–	0.11%	144
2021 Q1	$255K	Hold	2,200	–	–	0.11%	138
2020 Q4	$258K	Hold	2,200	–	–	0.12%	124
2020 Q3	$255K	Hold	2,200	–	–	0.14%	107
2020 Q2	$254K	Hold	2,200	–	–	0.15%	105
2020 Q1	$249K	Hold	2,200	–	–	0.18%	103
2019 Q4	$251K	Hold	2,200	–	–	0.14%	111
2019 Q3	$251K	Hold	2,200	–	–	0.16%	108
2019 Q2	$249K	Buy	+2,200	New	+$246K	0.15%	110

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

First United Bank & Trust's MUB Position: Q2 2022 in Review

First United Bank & Trust sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 1,985 shares — an estimated $218K sold.

First United Bank & Trust first reported a position in MUB in Q2 2019 and held it in 12 quarters. The position peaked at $258K in Q2 2021. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

First United Bank & Trust reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
First United Bank & Trust sold 1,985 iShares National Muni Bond ETF shares in Q2 2022, an estimated $218K.
First United Bank & Trust first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 12 quarters.
First United Bank & Trust's iShares National Muni Bond ETF position peaked at $258K in Q2 2021.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on First United Bank & Trust's 13F filing for Q2 2022, filed 18 Jul 2022.