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Moneywise Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Moneywise Inc’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
Q4 		– Sell
-5,146
Closed -$528K – 50
2022
Q3 		$528K Sell
5,146
-8,204
-61% -$872K 0.43% 29
2022
Q2 		$1.42M Sell
13,350
-3,560
-21% -$380K 1.11% 21
2022
Q1 		$1.85M Buy
16,910
+1,659
+11% +$187K 1.22% 19
2021
Q4 		$1.77M Sell
15,251
-1,908
-11% -$222K 1.14% 21
2021
Q3 		$1.99M Sell
17,159
-2,868
-14% -$336K 1.3% 17
2021
Q2 		$2.35M Sell
20,027
-6,131
-23% -$716K 1.6% 15
2021
Q1 		$3.04M Sell
26,158
-1,312
-5% -$153K 2.05% 14
2020
Q4 		$3.22M Sell
27,470
-724
-3% -$84.1K 2.3% 14
2020
Q3 		$3.27M Sell
28,194
-849
-3% -$98.6K 2.6% 11
2020
Q2 		$3.35M Sell
29,043
-756
-3% -$85.8K 2.69% 12
2020
Q1 		$3.37M Sell
29,799
-5,478
-16% -$625K 2.96% 15
2019
Q4 		$4.03M Sell
35,277
-723
-2% -$82.4K 3.03% 11
2019
Q3 		$4.11M Sell
36,000
-3,544
-9% -$404K 3.32% 11
2019
Q2 		$4.47M Sell
39,544
-7,942
-17% -$889K 3.41% 11
2019
Q1 		$5.17M Buy
47,486
+6,673
+16% +$732K 4.43% 10
2018
Q4 		$4.45M Sell
40,813
-2,670
-6% -$287K 4.22% 9
2018
Q3 		$4.69M Buy
43,483
+650
+2% +$70.6K 3.97% 9
2018
Q2 		$4.67M Sell
42,833
-5,269
-11% -$572K 4% 9
2018
Q1 		$5.24M Buy
48,102
+4,953
+11% +$540K 4.35% 10
2017
Q4 		$4.78M Buy
43,149
+4,120
+11% +$456K 3.57% 11
2017
Q3 		$4.33M Buy
39,029
+7,557
+24% +$838K 3.42% 11
2017
Q2 		$3.47M Buy
31,472
+5,634
+22% +$619K 2.95% 13
2017
Q1 		$2.81M Buy
25,838
+15,504
+150% +$1.68M 2.55% 13
2016
Q4 		$1.12M Buy
+10,334
New +$1.13M 1.11% 16

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneywise Inc's MUB Position: Q4 2022 in Review

Moneywise Inc sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 5,146 shares — an estimated $528K sold.

Moneywise Inc first reported a position in MUB in Q4 2016 and held it in 24 quarters. The position peaked at $5.24M in Q1 2018. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

  • Moneywise Inc reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Moneywise Inc sold 5,146 iShares National Muni Bond ETF shares in Q4 2022, an estimated $528K.
  • Moneywise Inc first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 24 quarters.
  • Moneywise Inc's iShares National Muni Bond ETF position peaked at $5.24M in Q1 2018.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Moneywise Inc's 13F filing for Q4 2022, filed 30 Jan 2023.