KerberRose Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

KerberRose Wealth Management’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	$328K	Buy	+3,082	New	+$329K	0.27%	74

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KerberRose Wealth Management's MUB Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2022: 3,082 shares worth $328K. The stake represents 0.27% of the portfolio and ranks #74 among its holdings.

1,156 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

KerberRose Wealth Management held 3,082 shares of iShares National Muni Bond ETF worth $328K as of Q2 2022.
iShares National Muni Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares National Muni Bond ETF made up 0.27% of KerberRose Wealth Management's portfolio in Q2 2022, its #74 holding.
1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.