Maryland Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Maryland Capital 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
2022 Q3	$1.02M	Buy	9,947 +100	+1%	+$10.6K	0.09%	101
2022 Q2	$1.05M	Buy	9,847 +200	+2%	+$21.3K	0.08%	102
2022 Q1	$1.06M	Hold	9,647	–	–	0.07%	110
2021 Q4	$1.12M	Hold	9,647	–	–	0.06%	109
2021 Q3	$1.12M	Hold	9,647	–	–	0.07%	106
2021 Q2	$1.13M	Sell	9,647 -273	-3%	-$31.9K	0.07%	104
2021 Q1	$1.15M	Sell	9,920 -1,998	-17%	-$233K	0.08%	104
2020 Q4	$1.4M	Buy	11,918 +1,717	+17%	+$199K	0.1%	93
2020 Q3	$1.18M	Buy	10,201 +352	+4%	+$40.9K	0.1%	93
2020 Q2	$1.14M	Buy	9,849 +59	+0.6%	+$6.7K	0.11%	90
2020 Q1	$1.11M	Buy	+9,790	New	+$1.12M	0.13%	92
2019 Q3	–	Sell	-3,242	Closed	-$367K	–	204
2019 Q2	$367K	Buy	3,242 +921	+40%	+$103K	0.04%	141
2019 Q1	$258K	Buy	2,321 +447	+24%	+$49K	0.03%	156
2018 Q4	$204K	Buy	+1,874	New	+$202K	0.03%	162

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

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

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

CSIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Maryland Capital Management's MUB Position: Q3 2022 in Review

Maryland Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 1% in Q3 2022, buying an estimated $10.6K and bringing the position to 9,947 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #101.

Maryland Capital Management first reported a position in MUB in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2020. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Maryland Capital Management held 9,947 shares of iShares National Muni Bond ETF worth $1.02M as of Q3 2022.
Maryland Capital Management bought 100 iShares National Muni Bond ETF shares in Q3 2022, an estimated $10.6K.
iShares National Muni Bond ETF made up 0.09% of Maryland Capital Management's portfolio in Q3 2022, its #101 holding.
Maryland Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 14 quarters since.
Maryland Capital Management's iShares National Muni Bond ETF position peaked at $1.4M in Q4 2020.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.