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Godsey & Gibb Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Godsey & Gibb Inc’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 		– Sell
-310
Closed -$33K – 130
2022
Q2 		$33K Buy
+310
New +$33.1K 0.02% 52
2022
Q1 		– Sell
-310
Closed -$36K – 131
2021
Q4 		$36K Hold
310
– – 0.01% 61
2021
Q3 		$36K Hold
310
– – 0.02% 48
2021
Q2 		$36K Buy
+310
New +$36.2K 0.02% 50

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Godsey & Gibb Inc's MUB Position: Q3 2022 in Review

Godsey & Gibb Inc sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 310 shares — an estimated $33K sold.

Godsey & Gibb Inc first reported a position in MUB in Q2 2021 and held it in 4 quarters. The position peaked at $36K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • Godsey & Gibb Inc reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Godsey & Gibb Inc sold 310 iShares National Muni Bond ETF shares in Q3 2022, an estimated $33K.
  • Godsey & Gibb Inc first reported a position in iShares National Muni Bond ETF in Q2 2021 and held it in 4 quarters.
  • Godsey & Gibb Inc's iShares National Muni Bond ETF position peaked at $36K in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Godsey & Gibb Inc's 13F filing for Q3 2022, filed 24 Oct 2022.