Range Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Range Financial Group’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 Q4	–	Sell	-2,815	Closed	-$289K	–	179
2022 Q3	$289K	Sell	2,815 -610	-18%	-$64.9K	0.22%	133
2022 Q2	$364K	Hold	3,425	–	–	0.26%	125
2022 Q1	$376K	Buy	+3,425	New	+$387K	0.24%	127
2021 Q4	–	Sell	-2,707	Closed	-$314K	–	174
2021 Q3	$314K	Hold	2,707	–	–	0.23%	125
2021 Q2	$317K	Hold	2,707	–	–	0.23%	122
2021 Q1	$314K	Buy	+2,707	New	+$316K	0.29%	111

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Range Financial Group's MUB Position: Q4 2022 in Review

Range Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,815 shares — an estimated $289K sold.

Range Financial Group first reported a position in MUB in Q1 2021 and held it in 6 quarters. The position peaked at $376K in Q1 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Range Financial Group reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Range Financial Group sold 2,815 iShares National Muni Bond ETF shares in Q4 2022, an estimated $289K.
Range Financial Group first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 6 quarters.
Range Financial Group's iShares National Muni Bond ETF position peaked at $376K in Q1 2022.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Range Financial Group's 13F filing for Q4 2022, filed 13 Jan 2023.