Pacific Capital Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Pacific Capital 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
2023 Q1	–	Sell	-24,106	Closed	-$2.54M	–	92
2022 Q4	$2.54M	Sell	24,106 -1,711	-7%	-$178K	0.66%	30
2022 Q3	$2.65M	Buy	25,817 +141	+0.5%	+$15K	0.72%	26
2022 Q2	$2.73M	Hold	25,676	–	–	0.76%	28
2022 Q1	$2.81M	Hold	25,676	–	–	0.8%	32
2021 Q4	$2.99M	Buy	25,676 +39	+0.2%	+$4.53K	0.86%	31
2021 Q3	$2.98M	Buy	+25,637	New	+$3.01M	0.95%	31

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's MUB Position: Q1 2023 in Review

Pacific Capital Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 24,106 shares — an estimated $2.54M sold.

Pacific Capital Wealth Advisors first reported a position in MUB in Q3 2021 and held it in 6 quarters. The position peaked at $2.99M in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Pacific Capital Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 24,106 iShares National Muni Bond ETF shares in Q1 2023, an estimated $2.54M.
Pacific Capital Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2021 and held it in 6 quarters.
Pacific Capital Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.99M in Q4 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.