Gallagher Benefit Services’s iShares National Muni Bond ETF MUB Stock Holding History

Gallagher Benefit 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	$530K	Buy	+5,025	New	+$524K	0.11%	108

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gallagher Benefit Services's MUB Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2022: 5,025 shares worth $530K. The stake represents 0.11% of the portfolio and ranks #108 among its holdings.

1,208 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Gallagher Benefit Services held 5,025 shares of iShares National Muni Bond ETF worth $530K as of Q4 2022.
iShares National Muni Bond ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares National Muni Bond ETF made up 0.11% of Gallagher Benefit Services's portfolio in Q4 2022, its #108 holding.
1,208 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.