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

Melone Private 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
2023 Q3	–	Sell	-3,063	Closed	-$327K	–	52
2023 Q2	$327K	Hold	3,063	–	–	0.23%	49
2023 Q1	$332K	Hold	3,063	–	–	0.25%	47
2022 Q4	$323K	Sell	3,063 -788	-20%	-$82.1K	0.27%	49
2022 Q3	$398K	Buy	3,851 +2	+0.1%	+$213	0.35%	48
2022 Q2	$410K	Buy	3,849 +3	+0.1%	+$320	0.35%	48
2022 Q1	$411K	Sell	3,846 -8,521	-69%	-$962K	0.34%	51
2021 Q4	$1.44M	Buy	+12,367	New	+$1.44M	1.08%	28

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

Melone Private Wealth's MUB Position: Q3 2023 in Review

Melone Private Wealth sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 3,063 shares — an estimated $327K sold.

Melone Private Wealth first reported a position in MUB in Q4 2021 and held it in 7 quarters. The position peaked at $1.44M in Q4 2021. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Melone Private Wealth reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Melone Private Wealth sold 3,063 iShares National Muni Bond ETF shares in Q3 2023, an estimated $327K.
Melone Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 7 quarters.
Melone Private Wealth's iShares National Muni Bond ETF position peaked at $1.44M in Q4 2021.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Melone Private Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.