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Laurel Wealth Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-2,940
Closed -$310K – 147
2022
Q4 		$310K Hold
2,940
– – 0.2% 52
2022
Q3 		$302K Buy
2,940
+452
+18% +$48.1K 0.22% 50
2022
Q2 		$265K Buy
2,488
+137
+6% +$14.6K 0.19% 54
2022
Q1 		$258K Buy
+2,351
New +$265K 0.17% 65

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Planning's MUB Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 2,940 shares — an estimated $310K sold.

Laurel Wealth Planning first reported a position in MUB in Q1 2022 and held it in 4 quarters. The position peaked at $310K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

  • Laurel Wealth Planning reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,940 iShares National Muni Bond ETF shares in Q1 2023, an estimated $310K.
  • Laurel Wealth Planning first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's iShares National Muni Bond ETF position peaked at $310K in Q4 2022.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.