IRAG
MUB icon

Investment Research & Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Investment Research & Advisory Group’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
Q2 		– Sell
-620
Closed -$68K – 188
2022
Q1 		$68K Buy
+620
New +$70K 0.04% 100

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Investment Research & Advisory Group's MUB Position: Q2 2022 in Review

Investment Research & Advisory Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 620 shares — an estimated $68K sold.

Investment Research & Advisory Group first reported a position in MUB in Q1 2022 and held it in 1 quarter. The position peaked at $68K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • Investment Research & Advisory Group reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Investment Research & Advisory Group sold 620 iShares National Muni Bond ETF shares in Q2 2022, an estimated $68K.
  • Investment Research & Advisory Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Investment Research & Advisory Group's iShares National Muni Bond ETF position peaked at $68K in Q1 2022.
  • 1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Investment Research & Advisory Group's 13F filing for Q2 2022, filed 19 Jul 2022.