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Hoxton Planning & Management’s iShares National Muni Bond ETF MUB Stock Holding History

Hoxton Planning & Management’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
Q2 		– Sell
-9,753
Closed -$1.05M – 162
2023
Q1 		$1.05M Sell
9,753
-4,612
-32% -$493K 0.58% 31
2022
Q4 		$1.52M Buy
+14,365
New +$1.5M 0.81% 25

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hoxton Planning & Management's MUB Position: Q2 2023 in Review

Hoxton Planning & Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2023, closing a stake of 9,753 shares — an estimated $1.05M sold.

Hoxton Planning & Management first reported a position in MUB in Q4 2022 and held it in 2 quarters. The position peaked at $1.52M in Q4 2022. 1,218 funds tracked by Wall St. Rank hold MUB as of Q2 2023.

  • Hoxton Planning & Management reported no remaining iShares National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 9,753 iShares National Muni Bond ETF shares in Q2 2023, an estimated $1.05M.
  • Hoxton Planning & Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Hoxton Planning & Management's iShares National Muni Bond ETF position peaked at $1.52M in Q4 2022.
  • 1,218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2023.

Based on Hoxton Planning & Management's 13F filing for Q2 2023, filed 20 Jul 2023.