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IAG Wealth Partners’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

IAG Wealth Partners’s Portfolio MUST Stock Details MUST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,110
Closed -$22.4K – 480
2022
Q4 		$22.4K Sell
1,110
-360
-24% -$7.15K 0.01% 200
2022
Q3 		$29K Buy
1,470
+360
+32% +$7.33K 0.01% 171
2022
Q2 		$22K Hold
1,110
– – 0.01% 194
2022
Q1 		$23K Hold
1,110
– – 0.01% 210
2021
Q4 		$25K Buy
+1,110
New +$24.9K 0.01% 196

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAG Wealth Partners's MUST Position: Q1 2023 in Review

IAG Wealth Partners sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q1 2023, closing a stake of 1,110 shares — an estimated $22.4K sold.

IAG Wealth Partners first reported a position in MUST in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q3 2022. 53 funds tracked by Wall St. Rank hold MUST as of Q1 2023.

  • IAG Wealth Partners reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 1,110 Columbia Multi-Sector Municipal Income ETF shares in Q1 2023, an estimated $22.4K.
  • IAG Wealth Partners first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2021 and held it in 5 quarters.
  • IAG Wealth Partners's Columbia Multi-Sector Municipal Income ETF position peaked at $29K in Q3 2022.
  • 53 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.