Hoese & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Hoese & Co’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	–	Sell	-400	Closed	-$41K	–	189
2022 Q3	$41K	Buy	+400	New	+$42.5K	0.05%	81

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Hoese & Co's MUB Position: Q4 2022 in Review

Hoese & Co sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 400 shares — an estimated $41K sold.

Hoese & Co first reported a position in MUB in Q3 2022 and held it in 1 quarter. The position peaked at $41K in Q3 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Hoese & Co reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Hoese & Co sold 400 iShares National Muni Bond ETF shares in Q4 2022, an estimated $41K.
Hoese & Co first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 1 quarter.
Hoese & Co's iShares National Muni Bond ETF position peaked at $41K in Q3 2022.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Hoese & Co's 13F filing for Q4 2022, filed 10 Jan 2023.