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

Liberty 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
2023 Q3	–	Sell	-2,038	Closed	-$294K	–	187
2023 Q2	$294K	Buy	+2,038	New	+$218K	0.07%	136
2022 Q1	–	Sell	-292	Closed	-$34K	–	171
2021 Q4	$34K	Sell	292 -789	-73%	-$91.6K	1.47%	13
2021 Q3	$126K	Buy	1,081 +678	+168%	+$79.5K	0.04%	244
2021 Q2	$47K	Buy	403 +100	+33%	+$11.7K	0.02%	334
2021 Q1	$35K	Hold	303	–	–	0.02%	351
2020 Q4	$35K	Buy	303 +8	+3%	+$929	0.02%	349
2020 Q3	$34K	Hold	295	–	–	0.02%	304
2020 Q2	$34K	Sell	295 -100	-25%	-$11.4K	0.02%	284
2020 Q1	$45K	Buy	395 +4	+1%	+$457	0.04%	221
2019 Q4	$45K	Buy	391 +1	+0.3%	+$114	0.04%	264
2019 Q3	$45K	Buy	390 +194	+99%	+$22.1K	0.04%	245
2019 Q2	$22K	Buy	196 +95	+94%	+$10.6K	0.02%	396
2019 Q1	$11K	Hold	101	–	–	0.01%	427
2018 Q4	$11K	Buy	+101	New	+$10.9K	0.01%	417

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Liberty Wealth Management's MUB Position: Q3 2023 in Review

Liberty Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 2,038 shares — an estimated $294K sold.

Liberty Wealth Management first reported a position in MUB in Q4 2018 and held it in 14 quarters. The position peaked at $294K in Q2 2023. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Liberty Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Liberty Wealth Management sold 2,038 iShares National Muni Bond ETF shares in Q3 2023, an estimated $294K.
Liberty Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 14 quarters.
Liberty Wealth Management's iShares National Muni Bond ETF position peaked at $294K in Q2 2023.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Liberty Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.