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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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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. 1,156 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.
  • 1,156 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.