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 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 22.9% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $59.1B AUM 18.41% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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. 1,131 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.
1,131 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.