New England Guild Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

New England Guild Wealth Advisors’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	$2.01M	Buy	19,025 +7,468	+65%	+$778K	1.06%	24
2022 Q3	$1.19M	Buy	+11,557	New	+$1.23M	0.72%	29
2022 Q1	–	Sell	-14,094	Closed	-$1.64M	–	75
2021 Q4	$1.64M	Sell	14,094 -5,424	-28%	-$630K	0.82%	30
2021 Q3	$2.27M	Buy	19,518 +2,199	+13%	+$258K	1.2%	26
2021 Q2	$2.03M	Sell	17,319 -1,061	-6%	-$124K	1.1%	29
2021 Q1	$2.13M	Sell	18,380 -3,653	-17%	-$426K	1.2%	26
2020 Q4	$2.58M	Buy	22,033 +9,855	+81%	+$1.14M	1.53%	22
2020 Q3	$1.41M	Buy	12,178 +8,901	+272%	+$1.03M	0.99%	29
2020 Q2	$378K	Hold	3,277	–	–	0.28%	39
2020 Q1	$370K	Hold	3,277	–	–	0.33%	39
2019 Q4	$373K	Hold	3,277	–	–	0.27%	45
2019 Q3	$374K	Buy	3,277 +73	+2%	+$8.33K	0.27%	44
2019 Q2	$362K	Buy	3,204 +137	+4%	+$15.3K	0.27%	43
2019 Q1	$341K	Hold	3,067	–	–	0.26%	42
2018 Q4	$334K	Hold	3,067	–	–	0.28%	38
2018 Q3	$331K	Sell	3,067 -369	-11%	-$40.1K	0.3%	39
2018 Q2	$375K	Sell	3,436 -1,343	-28%	-$146K	0.34%	33
2018 Q1	$521K	Hold	4,779	–	–	0.49%	27
2017 Q4	$529K	Buy	+4,779	New	+$529K	0.51%	27

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Guild Wealth Advisors's MUB Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 65% in Q4 2022, buying an estimated $778K and bringing the position to 19,025 shares worth $2.01M. The position accounts for 1.06% of the portfolio, ranked #24.

New England Guild Wealth Advisors first reported a position in MUB in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.58M in Q4 2020. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

New England Guild Wealth Advisors held 19,025 shares of iShares National Muni Bond ETF worth $2.01M as of Q4 2022.
New England Guild Wealth Advisors bought 7,468 iShares National Muni Bond ETF shares in Q4 2022, an estimated $778K.
iShares National Muni Bond ETF made up 1.06% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #24 holding.
New England Guild Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 19 quarters since.
New England Guild Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.58M in Q4 2020.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.