HBW Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

HBW Advisory 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
2023 Q1	–	Sell	-3,471	Closed	-$366K	–	284
2022 Q4	$366K	Sell	3,471 -3,867	-53%	-$403K	0.1%	189
2022 Q3	$753K	Buy	+7,338	New	+$780K	0.21%	125
2021 Q3	–	Sell	-2,564	Closed	-$301K	–	262
2021 Q2	$301K	Buy	2,564 +212	+9%	+$24.8K	0.08%	190
2021 Q1	$273K	Buy	+2,352	New	+$274K	0.07%	197

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

HBW Advisory Services's MUB Position: Q1 2023 in Review

HBW Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 3,471 shares — an estimated $366K sold.

HBW Advisory Services first reported a position in MUB in Q1 2021 and held it in 4 quarters. The position peaked at $753K in Q3 2022. 1,208 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

HBW Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
HBW Advisory Services sold 3,471 iShares National Muni Bond ETF shares in Q1 2023, an estimated $366K.
HBW Advisory Services first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 4 quarters.
HBW Advisory Services's iShares National Muni Bond ETF position peaked at $753K in Q3 2022.
1,208 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.