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

Parisi Gray 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	-1,874	Closed	-$205K	–	111
2022 Q1	$205K	Sell	1,874 -8	-0.4%	-$903	0.08%	116
2021 Q4	$219K	Sell	1,882 -38	-2%	-$4.41K	0.08%	116
2021 Q3	$223K	Buy	1,920 +2	+0.1%	+$234	0.09%	116
2021 Q2	$225K	Sell	1,918 -87	-4%	-$10.2K	0.08%	117
2021 Q1	$233K	Sell	2,005 -79	-4%	-$9.21K	0.1%	113
2020 Q4	$244K	Sell	2,084 -244	-10%	-$28.3K	0.11%	109
2020 Q3	$270K	Buy	2,328 +2	+0.1%	+$232	0.14%	98
2020 Q2	$268K	Buy	+2,326	New	+$264K	0.15%	95
2019 Q2	–	Sell	-1,686	Closed	-$187K	–	318
2019 Q1	$187K	Hold	1,686	–	–	0.12%	99
2018 Q4	$184K	Hold	1,686	–	–	0.12%	95
2018 Q3	$182K	Hold	1,686	–	–	0.11%	107
2018 Q2	$184K	Hold	1,686	–	–	0.12%	107
2018 Q1	$183K	Hold	1,686	–	–	0.14%	101
2017 Q4	$186K	Buy	+1,686	New	+$187K	0.14%	102

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

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

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

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

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

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

Parisi Gray Wealth Management's MUB Position: Q2 2022 in Review

Parisi Gray Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 1,874 shares — an estimated $205K sold.

Parisi Gray Wealth Management first reported a position in MUB in Q4 2017 and held it in 14 quarters. The position peaked at $270K in Q3 2020. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Parisi Gray Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,874 iShares National Muni Bond ETF shares in Q2 2022, an estimated $205K.
Parisi Gray Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 14 quarters.
Parisi Gray Wealth Management's iShares National Muni Bond ETF position peaked at $270K in Q3 2020.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.