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

Personal Capital 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	$458K	Buy	4,345 +589	+16%	+$61.4K	﹤0.01%	318
2022 Q3	$385K	Buy	3,756 +299	+9%	+$31.8K	﹤0.01%	323
2022 Q2	$368K	Sell	3,457 -505	-13%	-$53.9K	﹤0.01%	309
2022 Q1	$434K	Sell	3,962 -1,957	-33%	-$221K	﹤0.01%	325
2021 Q4	$654K	Buy	5,919 +1,923	+48%	+$223K	﹤0.01%	296
2021 Q3	$464K	Sell	3,996 -473	-11%	-$55.4K	﹤0.01%	321
2021 Q2	$524K	Sell	4,469 -1,334	-23%	-$156K	﹤0.01%	301
2021 Q1	$673K	Buy	5,803 +3,642	+169%	+$425K	﹤0.01%	274
2020 Q4	$253K	Sell	2,161 -1,209	-36%	-$140K	﹤0.01%	406
2020 Q3	$391K	Buy	+3,370	New	+$392K	﹤0.01%	302
2019 Q1	–	Sell	-11,812	Closed	-$1.29M	–	336
2018 Q4	$1.29M	Buy	11,812 +9,465	+403%	+$1.02M	0.02%	186
2018 Q3	$253K	Buy	+2,347	New	+$255K	﹤0.01%	262
2018 Q2	–	Sell	-24,172	Closed	-$2.63M	–	282
2018 Q1	$2.63M	Sell	24,172 -668	-3%	-$72.9K	0.04%	146
2017 Q4	$2.75M	Buy	24,840 +3,017	+14%	+$334K	0.05%	146
2017 Q3	$2.42M	Sell	21,823 -1,749	-7%	-$194K	0.05%	146
2017 Q2	$2.6M	Buy	23,572 +193	+0.8%	+$21.2K	0.06%	144
2017 Q1	$2.55M	Buy	23,379 +11,467	+96%	+$1.24M	0.06%	124
2016 Q4	$1.29M	Buy	11,912 +1,617	+16%	+$177K	0.04%	134
2016 Q3	$1.16M	Buy	10,295 +1,758	+21%	+$199K	0.04%	128
2016 Q2	$973K	Sell	8,537 -25	-0.3%	-$2.81K	0.04%	131
2016 Q1	$956K	Buy	8,562 +2,041	+31%	+$227K	0.04%	127
2015 Q4	$722K	Buy	6,521 +1,083	+20%	+$119K	0.04%	129
2015 Q3	$596K	Buy	+5,438	New	+$592K	0.04%	127
2015 Q2	–	Sell	-2,112	Closed	-$234K	–	148
2015 Q1	$234K	Buy	+2,112	New	+$234K	0.02%	131

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Personal Capital Advisors's MUB Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q4 2022, buying an estimated $61.4K and bringing the position to 4,345 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Personal Capital Advisors first reported a position in MUB in Q1 2015 and has held it in 24 quarters since. The position peaked at $2.75M in Q4 2017. 1,208 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Personal Capital Advisors held 4,345 shares of iShares National Muni Bond ETF worth $458K as of Q4 2022.
Personal Capital Advisors bought 589 iShares National Muni Bond ETF shares in Q4 2022, an estimated $61.4K.
iShares National Muni Bond ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #318 holding.
Personal Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 24 quarters since.
Personal Capital Advisors's iShares National Muni Bond ETF position peaked at $2.75M in Q4 2017.
1,208 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.