Pittenger & Anderson Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Pittenger & Anderson Inc’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	-504	Closed	-$53.2K	–	451
2022 Q4	$53.2K	Buy	+504	New	+$52.5K	﹤0.01%	276
2021 Q4	–	Sell	-3	Closed	–	–	473
2021 Q3	$0	Buy	+3	New	+$352	﹤0.01%	442

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

Pittenger & Anderson Inc's MUB Position: Q1 2023 in Review

Pittenger & Anderson Inc sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 504 shares — an estimated $53.2K sold.

Pittenger & Anderson Inc first reported a position in MUB in Q3 2021 and held it in 2 quarters. The position peaked at $53.2K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Pittenger & Anderson Inc reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Pittenger & Anderson Inc sold 504 iShares National Muni Bond ETF shares in Q1 2023, an estimated $53.2K.
Pittenger & Anderson Inc first reported a position in iShares National Muni Bond ETF in Q3 2021 and held it in 2 quarters.
Pittenger & Anderson Inc's iShares National Muni Bond ETF position peaked at $53.2K in Q4 2022.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2023, filed 10 May 2023.