MW
MUB icon

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

Marcum Wealth’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
2021
Q4 		– Sell
-2,425
Closed -$282K – 403
2021
Q3 		$282K Buy
2,425
+11
+0.5% +$1.29K 0.04% 249
2021
Q2 		$283K Buy
2,414
+11
+0.5% +$1.28K 0.05% 227
2021
Q1 		$279K Sell
2,403
-447
-16% -$52.1K 0.05% 232
2020
Q4 		$334K Sell
2,850
-522
-15% -$60.6K 0.08% 95
2020
Q3 		$391K Buy
3,372
+17
+0.5% +$1.98K 0.12% 61
2020
Q2 		$387K Buy
+3,355
New +$381K 0.12% 70

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcum Wealth's MUB Position: Q4 2021 in Review

Marcum Wealth sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 2,425 shares — an estimated $282K sold.

Marcum Wealth first reported a position in MUB in Q2 2020 and held it in 6 quarters. The position peaked at $391K in Q3 2020. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Marcum Wealth reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Marcum Wealth sold 2,425 iShares National Muni Bond ETF shares in Q4 2021, an estimated $282K.
  • Marcum Wealth first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 6 quarters.
  • Marcum Wealth's iShares National Muni Bond ETF position peaked at $391K in Q3 2020.
  • 1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Marcum Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.