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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
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 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,209 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.
  • 1,209 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.