MAM
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Milestone Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Milestone Asset 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
2023
Q1 		– Sell
-2,576
Closed -$278K – 83
2022
Q4 		$278K Buy
+2,576
New +$268K 0.17% 52

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Asset Management's MUB Position: Q1 2023 in Review

Milestone Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 2,576 shares — an estimated $278K sold.

Milestone Asset Management first reported a position in MUB in Q4 2022 and held it in 1 quarter. The position peaked at $278K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

  • Milestone Asset Management reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Asset Management sold 2,576 iShares National Muni Bond ETF shares in Q1 2023, an estimated $278K.
  • Milestone Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Asset Management's iShares National Muni Bond ETF position peaked at $278K in Q4 2022.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Milestone Asset Management's 13F filing for Q1 2023, filed 9 May 2023.