R.H. Bluestein & Co’s iShares National Muni Bond ETF MUB Stock Holding History

R.H. Bluestein & Co’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 Q3	$538K	Buy	+5,245	New	+$558K	0.03%	141

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

R.H. Bluestein & Co's MUB Position: Q3 2022 in Review

R.H. Bluestein & Co opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2022: 5,245 shares worth $538K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

1,131 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

R.H. Bluestein & Co held 5,245 shares of iShares National Muni Bond ETF worth $538K as of Q3 2022.
iShares National Muni Bond ETF was a new R.H. Bluestein & Co position in Q3 2022.
iShares National Muni Bond ETF made up 0.03% of R.H. Bluestein & Co's portfolio in Q3 2022, its #141 holding.
1,131 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.