PCA Investment Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-270	Closed	-$28.8K	–	308
2023 Q2	$28.8K	Buy	+270	New	+$28.9K	0.02%	312

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PCA Investment Advisory Services's MUB Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 270 shares — an estimated $28.8K sold.

PCA Investment Advisory Services first reported a position in MUB in Q2 2023 and held it in 1 quarter. The position peaked at $28.8K in Q2 2023. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

PCA Investment Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 270 iShares National Muni Bond ETF shares in Q3 2023, an estimated $28.8K.
PCA Investment Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's iShares National Muni Bond ETF position peaked at $28.8K in Q2 2023.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.