Powell Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Powell Investment 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
2023 Q1	–	Sell	-19,216	Closed	-$2.03M	–	141
2022 Q4	$2.03M	Buy	19,216 +151	+0.8%	+$15.7K	1.18%	17
2022 Q3	$1.96M	Buy	19,065 +101	+0.5%	+$10.7K	1.28%	16
2022 Q2	$2.02M	Buy	+18,964	New	+$2.02M	1.22%	16
2021 Q1	–	Sell	-315	Closed	-$37K	–	127
2020 Q4	$37K	Buy	315 +3	+1%	+$349	0.03%	101
2020 Q3	$36K	Buy	312 +1	+0.3%	+$116	0.03%	106
2020 Q2	$36K	Buy	311 +2	+0.6%	+$227	0.03%	105
2020 Q1	$35K	Sell	309 -186	-38%	-$21.2K	0.04%	104
2019 Q4	$56K	Buy	+495	New	+$56.4K	0.06%	110

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

Powell Investment Advisors's MUB Position: Q1 2023 in Review

Powell Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 19,216 shares — an estimated $2.03M sold.

Powell Investment Advisors first reported a position in MUB in Q4 2019 and held it in 8 quarters. The position peaked at $2.03M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Powell Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Powell Investment Advisors sold 19,216 iShares National Muni Bond ETF shares in Q1 2023, an estimated $2.03M.
Powell Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Powell Investment Advisors's iShares National Muni Bond ETF position peaked at $2.03M in Q4 2022.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Powell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.