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Koss-Olinger Consulting’s iShares National Muni Bond ETF MUB Stock Holding History

Koss-Olinger Consulting’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
-2,300
Closed -$245K – 232
2022
Q2 		$245K Hold
2,300
– – 0.04% 147
2022
Q1 		$252K Buy
+2,300
New +$260K 0.04% 157

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Koss-Olinger Consulting's MUB Position: Q3 2022 in Review

Koss-Olinger Consulting sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 2,300 shares — an estimated $245K sold.

Koss-Olinger Consulting first reported a position in MUB in Q1 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2022. 1,131 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • Koss-Olinger Consulting reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,300 iShares National Muni Bond ETF shares in Q3 2022, an estimated $245K.
  • Koss-Olinger Consulting first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 2 quarters.
  • Koss-Olinger Consulting's iShares National Muni Bond ETF position peaked at $252K in Q1 2022.
  • 1,131 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Koss-Olinger Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.