MayTech Global Investments’s iShares National Muni Bond ETF MUB Stock Holding History

MayTech Global Investments’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	–	Sell	-26,800	Closed	-$2.85M	–	55
2022 Q2	$2.85M	Hold	26,800	–	–	0.9%	22
2022 Q1	$2.94M	Hold	26,800	–	–	0.68%	24
2021 Q4	$3.12M	Hold	26,800	–	–	0.63%	23
2021 Q3	$3.11M	Hold	26,800	–	–	0.64%	21
2021 Q2	$3.14M	Hold	26,800	–	–	0.66%	22
2021 Q1	$3.11M	Hold	26,800	–	–	0.75%	23
2020 Q4	$3.14M	Buy	26,800 +5,100	+24%	+$592K	0.75%	22
2020 Q3	$2.52M	Hold	21,700	–	–	0.67%	24
2020 Q2	$2.5M	Hold	21,700	–	–	0.79%	25
2020 Q1	$2.45M	Hold	21,700	–	–	1.12%	22
2019 Q4	$2.47M	Buy	21,700 +8,700	+67%	+$991K	1.07%	25
2019 Q3	$1.48M	Buy	+13,000	New	+$1.48M	0.73%	26

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

MayTech Global Investments's MUB Position: Q3 2022 in Review

MayTech Global Investments sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 26,800 shares — an estimated $2.85M sold.

MayTech Global Investments first reported a position in MUB in Q3 2019 and held it in 12 quarters. The position peaked at $3.14M in Q2 2021. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

MayTech Global Investments reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
MayTech Global Investments sold 26,800 iShares National Muni Bond ETF shares in Q3 2022, an estimated $2.85M.
MayTech Global Investments first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 12 quarters.
MayTech Global Investments's iShares National Muni Bond ETF position peaked at $3.14M in Q2 2021.
1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on MayTech Global Investments's 13F filing for Q3 2022, filed 10 Nov 2022.