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Pinnacle Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Pinnacle Private Wealth’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 		$485K Hold
4,558
– – 0.19% 126
2022
Q1 		$500K Sell
4,558
-3,363
-42% -$380K 0.16% 152
2021
Q4 		$921K Buy
+7,921
New +$920K 0.29% 82

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Private Wealth's MUB Position: Q2 2022 in Review

Pinnacle Private Wealth held its iShares National Muni Bond ETF (MUB) position steady in Q2 2022 at 4,558 shares worth $485K. The position accounts for 0.19% of the portfolio, ranked #126.

Pinnacle Private Wealth first reported a position in MUB in Q4 2021 and has held it in 3 quarters since. The position peaked at $921K in Q4 2021. 1,156 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • Pinnacle Private Wealth held 4,558 shares of iShares National Muni Bond ETF worth $485K as of Q2 2022.
  • Pinnacle Private Wealth left its iShares National Muni Bond ETF share count unchanged in Q2 2022.
  • iShares National Muni Bond ETF made up 0.19% of Pinnacle Private Wealth's portfolio in Q2 2022, its #126 holding.
  • Pinnacle Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares National Muni Bond ETF position peaked at $921K in Q4 2021.
  • 1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.