Olympiad Research’s iShares National Muni Bond ETF MUB Stock Holding History

Olympiad Research’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 Q3	$968K	Sell	9,436 -1,617	-15%	-$172K	0.52%	57
2022 Q2	$1.18M	Sell	11,053 -3,934	-26%	-$420K	0.53%	63
2022 Q1	$1.64M	Buy	14,987 +4,747	+46%	+$536K	0.5%	58
2021 Q4	$1.19M	Sell	10,240 -8,496	-45%	-$986K	0.43%	70
2021 Q3	$2.18M	Sell	18,736 -214	-1%	-$25.1K	0.67%	64
2021 Q2	$2.22M	Buy	18,950 +1,704	+10%	+$199K	0.77%	51
2021 Q1	$2M	Sell	17,246 -76,951	-82%	-$8.98M	0.86%	43
2020 Q4	$11M	Buy	94,197 +9,621	+11%	+$1.12M	6.34%	4
2020 Q3	$9.8M	Buy	84,576 +51,778	+158%	+$6.02M	5%	3
2020 Q2	$3.79M	Buy	+32,798	New	+$3.72M	2.68%	8
2020 Q1	–	Sell	-54,391	Closed	-$6.2M	–	333
2019 Q4	$6.2M	Buy	+54,391	New	+$6.2M	4.76%	2

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Olympiad Research's MUB Position: Q3 2022 in Review

Olympiad Research reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q3 2022, selling an estimated $172K and leaving 9,436 shares worth $968K. The position accounts for 0.52% of the portfolio, ranked #57.

Olympiad Research first reported a position in MUB in Q4 2019 and has held it in 11 quarters since. The position peaked at $11M in Q4 2020. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Olympiad Research held 9,436 shares of iShares National Muni Bond ETF worth $968K as of Q3 2022.
Olympiad Research sold 1,617 iShares National Muni Bond ETF shares in Q3 2022, an estimated $172K.
iShares National Muni Bond ETF made up 0.52% of Olympiad Research's portfolio in Q3 2022, its #57 holding.
Olympiad Research first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 11 quarters since.
Olympiad Research's iShares National Muni Bond ETF position peaked at $11M in Q4 2020.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.