Level Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Level Financial Advisors’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	-27	Closed	-$3K	–	279
2022 Q4	$3K	Sell	27 -186	-87%	-$19.4K	﹤0.01%	210
2022 Q3	$22K	Sell	213 -206	-49%	-$21.9K	0.02%	131
2022 Q2	$45K	Hold	419	–	–	0.03%	107
2022 Q1	$46K	Hold	419	–	–	0.04%	93
2021 Q4	$49K	Buy	+419	New	+$48.6K	0.04%	96

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

Bank of New York Mellon New York $544B AUM 28.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Level Financial Advisors's MUB Position: Q1 2023 in Review

Level Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 27 shares — an estimated $3K sold.

Level Financial Advisors first reported a position in MUB in Q4 2021 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Level Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 27 iShares National Muni Bond ETF shares in Q1 2023, an estimated $3K.
Level Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 5 quarters.
Level Financial Advisors's iShares National Muni Bond ETF position peaked at $49K in Q4 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.