Global Financial Private Client’s iShares National Muni Bond ETF MUB Stock Holding History

Global Financial Private Client’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 Q1	–	Sell	-15	Closed	-$1.58K	–	697
2022 Q4	$1.58K	Buy	+15	New	+$1.56K	﹤0.01%	581
2022 Q2	–	Sell	-1,229	Closed	-$134K	–	670
2022 Q1	$134K	Hold	1,229	–	–	0.07%	168
2021 Q4	$143K	Buy	+1,229	New	+$143K	0.07%	166

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Financial Private Client's MUB Position: Q1 2023 in Review

Global Financial Private Client sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 15 shares — an estimated $1.58K sold.

Global Financial Private Client first reported a position in MUB in Q4 2021 and held it in 3 quarters. The position peaked at $143K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Global Financial Private Client reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Global Financial Private Client sold 15 iShares National Muni Bond ETF shares in Q1 2023, an estimated $1.58K.
Global Financial Private Client first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 3 quarters.
Global Financial Private Client's iShares National Muni Bond ETF position peaked at $143K in Q4 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Global Financial Private Client's 13F filing for Q1 2023, filed 16 May 2024.