Lumature Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Lumature Wealth Partners’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 Q4	–	Sell	-3,053	Closed	-$313K	–	395
2022 Q3	$313K	Sell	3,053 -1,335	-30%	-$142K	0.17%	99
2022 Q2	$467K	Sell	4,388 -410	-9%	-$43.8K	0.21%	80
2022 Q1	$526K	Buy	4,798 +205	+4%	+$23.1K	0.21%	90
2021 Q4	$534K	Sell	4,593 -5,840	-56%	-$678K	0.21%	92
2021 Q3	$1.21M	Sell	10,433 -12,405	-54%	-$1.45M	0.5%	42
2021 Q2	$2.68M	Buy	22,838 +28	+0.1%	+$3.27K	1.11%	16
2021 Q1	$2.65M	Buy	22,810 +21,868	+2,321%	+$2.55M	1.39%	14
2020 Q4	$110K	Buy	+942	New	+$109K	0.1%	130

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Lumature Wealth Partners's MUB Position: Q4 2022 in Review

Lumature Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 3,053 shares — an estimated $313K sold.

Lumature Wealth Partners first reported a position in MUB in Q4 2020 and held it in 8 quarters. The position peaked at $2.68M in Q2 2021. 1,206 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Lumature Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Lumature Wealth Partners sold 3,053 iShares National Muni Bond ETF shares in Q4 2022, an estimated $313K.
Lumature Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 8 quarters.
Lumature Wealth Partners's iShares National Muni Bond ETF position peaked at $2.68M in Q2 2021.
1,206 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Lumature Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.