IRON Financial’s iShares National Muni Bond ETF MUB Stock Holding History

IRON Financial’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 Q4	–	Sell	-2,068	Closed	-$212K	–	99
2022 Q3	$212K	Buy	2,068 +5	+0.2%	+$532	0.12%	86
2022 Q2	$219K	Buy	2,063 +1	+0%	+$107	0.11%	86
2022 Q1	$226K	Hold	2,062	–	–	0.1%	96
2021 Q4	$240K	Buy	2,062 +1	+0%	+$116	0.11%	98
2021 Q3	$239K	Hold	2,061	–	–	0.11%	96
2021 Q2	$242K	Hold	2,061	–	–	0.11%	93
2021 Q1	$239K	Buy	+2,061	New	+$240K	0.13%	88
2020 Q3	–	Sell	-2,059	Closed	-$238K	–	110
2020 Q2	$238K	Buy	2,059 +51	+3%	+$5.79K	0.12%	92
2020 Q1	$227K	Buy	2,008 +27	+1%	+$3.08K	0.14%	89
2019 Q4	$226K	Buy	+1,981	New	+$226K	0.11%	101

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IRON Financial's MUB Position: Q4 2022 in Review

IRON Financial sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,068 shares — an estimated $212K sold.

IRON Financial first reported a position in MUB in Q4 2019 and held it in 10 quarters. The position peaked at $242K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

IRON Financial reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
IRON Financial sold 2,068 iShares National Muni Bond ETF shares in Q4 2022, an estimated $212K.
IRON Financial first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 10 quarters.
IRON Financial's iShares National Muni Bond ETF position peaked at $242K in Q2 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on IRON Financial's 13F filing for Q4 2022, filed 14 Feb 2023.