Karn Couzens & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Karn Couzens & 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 Q1	$1.48M	Buy	13,497 +6,879	+104%	+$776K	0.94%	19
2021 Q4	$770K	Hold	6,618	–	–	0.53%	27
2021 Q3	$769K	Buy	6,618 +489	+8%	+$57.3K	0.59%	28
2021 Q2	$718K	Buy	6,129 +3,244	+112%	+$379K	0.56%	28
2021 Q1	$335K	Buy	2,885 +300	+12%	+$35K	0.3%	50
2020 Q4	$303K	Buy	+2,585	New	+$300K	0.29%	52

Other funds holding MUB

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

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Karn Couzens & Associates's MUB Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares National Muni Bond ETF (MUB) stake by 104% in Q1 2022, buying an estimated $776K and bringing the position to 13,497 shares worth $1.48M. The position accounts for 0.94% of the portfolio, ranked #19.

Karn Couzens & Associates first reported a position in MUB in Q4 2020 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

Karn Couzens & Associates held 13,497 shares of iShares National Muni Bond ETF worth $1.48M as of Q1 2022.
Karn Couzens & Associates bought 6,879 iShares National Muni Bond ETF shares in Q1 2022, an estimated $776K.
iShares National Muni Bond ETF made up 0.94% of Karn Couzens & Associates's portfolio in Q1 2022, its #19 holding.
Karn Couzens & Associates first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 6 quarters since.
1,161 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.