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

Lake Point 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	–	Sell	-46	Closed	-$5K	–	482
2022 Q1	$5K	Hold	46	–	–	﹤0.01%	244
2021 Q4	$5K	Hold	46	–	–	﹤0.01%	252
2021 Q3	$5K	Hold	46	–	–	﹤0.01%	242
2021 Q2	$5K	Buy	+46	New	+$5.38K	﹤0.01%	246
2020 Q1	$239K	Sell	2,112 -129	-6%	-$14.7K	0.21%	22
2019 Q4	$255K	Buy	+2,241	New	+$255K	0.08%	42

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

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

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

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

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

Lake Point Wealth Management's MUB Position: Q2 2022 in Review

Lake Point Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 46 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in MUB in Q4 2019 and held it in 6 quarters. The position peaked at $255K in Q4 2019. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Lake Point Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 46 iShares National Muni Bond ETF shares in Q2 2022, an estimated $5K.
Lake Point Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Lake Point Wealth Management's iShares National Muni Bond ETF position peaked at $255K in Q4 2019.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.