FourThought Financial’s iShares National Muni Bond ETF MUB Stock Holding History

FourThought Financial’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 Q3	$28K	Hold	275	–	–	﹤0.01%	776
2022 Q2	$29K	Hold	275	–	–	﹤0.01%	777
2022 Q1	$30K	Hold	275	–	–	﹤0.01%	809
2021 Q4	$32K	Sell	275 -2	-0.7%	-$232	﹤0.01%	806
2021 Q3	$32K	Hold	277	–	–	﹤0.01%	825
2021 Q2	$32K	Hold	277	–	–	﹤0.01%	829
2021 Q1	$32K	Hold	277	–	–	﹤0.01%	798
2020 Q4	$32K	Buy	+277	New	+$32.2K	0.01%	770

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 $424B AUM 22.94% 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

CSIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's MUB Position: Q3 2022 in Review

FourThought Financial held its iShares National Muni Bond ETF (MUB) position steady in Q3 2022 at 275 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

FourThought Financial first reported a position in MUB in Q4 2020 and has held it in 8 quarters since. The position peaked at $32K in Q4 2021. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

FourThought Financial held 275 shares of iShares National Muni Bond ETF worth $28K as of Q3 2022.
FourThought Financial left its iShares National Muni Bond ETF share count unchanged in Q3 2022.
iShares National Muni Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #776 holding.
FourThought Financial first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares National Muni Bond ETF position peaked at $32K in Q4 2021.
1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.