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

Minot Wealth 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 Q2	–	Sell	-5,077	Closed	-$557K	–	204
2022 Q1	$557K	Buy	5,077 +327	+7%	+$36.9K	0.12%	120
2021 Q4	$552K	Hold	4,750	–	–	0.11%	121
2021 Q3	$552K	Sell	4,750 -2,032	-30%	-$238K	0.12%	120
2021 Q2	$797K	Sell	6,782 -368	-5%	-$43K	0.17%	101
2021 Q1	$830K	Sell	7,150 -950	-12%	-$111K	0.21%	99
2020 Q4	$949K	Hold	8,100	–	–	0.28%	82
2020 Q3	$939K	Hold	8,100	–	–	0.35%	72
2020 Q2	$935K	Buy	8,100 +100	+1%	+$11.4K	0.47%	65
2020 Q1	$904K	Buy	8,000 +1,700	+27%	+$194K	0.65%	54
2019 Q4	$725K	Buy	+6,300	New	+$718K	0.33%	74

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Minot Wealth Management's MUB Position: Q2 2022 in Review

Minot Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 5,077 shares — an estimated $557K sold.

Minot Wealth Management first reported a position in MUB in Q4 2019 and held it in 10 quarters. The position peaked at $949K in Q4 2020. 1,156 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Minot Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Minot Wealth Management sold 5,077 iShares National Muni Bond ETF shares in Q2 2022, an estimated $557K.
Minot Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 10 quarters.
Minot Wealth Management's iShares National Muni Bond ETF position peaked at $949K in Q4 2020.
1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.