Intercontinental Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Intercontinental Wealth Advisors’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	$1.82M	Sell	17,008 -1,143	-6%	-$122K	0.43%	38
2023 Q1	$1.96M	Buy	+18,151	New	+$1.94M	0.5%	31
2017 Q4	–	Sell	-13,917	Closed	-$1.54M	–	162
2017 Q3	$1.54M	Sell	13,917 -6,898	-33%	-$765K	0.94%	29
2017 Q2	$2.29M	Buy	+20,815	New	+$2.29M	1.47%	22

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Intercontinental Wealth Advisors's MUB Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 6.3% in Q2 2023, selling an estimated $122K and leaving 17,008 shares worth $1.82M. The position accounts for 0.43% of the portfolio, ranked #38.

Intercontinental Wealth Advisors first reported a position in MUB in Q2 2017 and has held it in 4 quarters since. The position peaked at $2.29M in Q2 2017. 1,219 funds tracked by Wall St. Rank hold MUB as of Q2 2023.

Intercontinental Wealth Advisors held 17,008 shares of iShares National Muni Bond ETF worth $1.82M as of Q2 2023.
Intercontinental Wealth Advisors sold 1,143 iShares National Muni Bond ETF shares in Q2 2023, an estimated $122K.
iShares National Muni Bond ETF made up 0.43% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #38 holding.
Intercontinental Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2017 and has held it in 4 quarters since.
Intercontinental Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.29M in Q2 2017.
1,219 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.