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PRW Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-5,715
Closed -$670K – 219
2021
Q2 		$670K Buy
+5,715
New +$668K 0.2% 131

Other funds holding MUB

Bank of America
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRW Wealth Management's MUB Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 5,715 shares — an estimated $670K sold.

PRW Wealth Management first reported a position in MUB in Q2 2021 and held it in 1 quarter. The position peaked at $670K in Q2 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,715 iShares National Muni Bond ETF shares in Q3 2021, an estimated $670K.
  • PRW Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares National Muni Bond ETF position peaked at $670K in Q2 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.