Joseph P. Lucia & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-500	Closed	-$53K	–	318
2022 Q2	$53K	Sell	500 -710	-59%	-$75.8K	0.04%	173
2022 Q1	$133K	Buy	+1,210	New	+$137K	0.08%	136
2021 Q4	–	Sell	-360	Closed	-$42K	–	395
2021 Q3	$42K	Hold	360	–	–	0.02%	233
2021 Q2	$42K	Hold	360	–	–	0.03%	232
2021 Q1	$42K	Hold	360	–	–	0.02%	218
2020 Q4	$42K	Buy	+360	New	+$41.8K	0.03%	195
2020 Q3	–	Sell	-360	Closed	-$42K	–	317
2020 Q2	$42K	Hold	360	–	–	0.04%	181
2020 Q1	$41K	Hold	360	–	–	0.05%	171
2019 Q4	$41K	Hold	360	–	–	0.04%	192
2019 Q3	$41K	Hold	360	–	–	0.04%	190
2019 Q2	$41K	Sell	360 -53,867	-99%	-$6.03M	0.04%	191
2019 Q1	$490	Buy	+54,227	New	+$5.95M	0.04%	164

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Joseph P. Lucia & Associates's MUB Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 500 shares — an estimated $53K sold.

Joseph P. Lucia & Associates first reported a position in MUB in Q1 2019 and held it in 12 quarters. The position peaked at $133K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 500 iShares National Muni Bond ETF shares in Q3 2022, an estimated $53K.
Joseph P. Lucia & Associates first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iShares National Muni Bond ETF position peaked at $133K in Q1 2022.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.