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Rather & Kittrell’s iShares National Muni Bond ETF MUB Stock Holding History

Rather & Kittrell’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
-2,010
Closed -$206K – 59
2022
Q3 		$206K Sell
2,010
-435
-18% -$46.2K 0.22% 60
2022
Q2 		$260K Sell
2,445
-72
-3% -$7.68K 0.29% 48
2022
Q1 		$275K Buy
2,517
+72
+3% +$8.13K 0.27% 49
2021
Q4 		$284K Buy
+2,445
New +$284K 0.25% 45

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rather & Kittrell's MUB Position: Q4 2022 in Review

Rather & Kittrell sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,010 shares — an estimated $206K sold.

Rather & Kittrell first reported a position in MUB in Q4 2021 and held it in 4 quarters. The position peaked at $284K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

  • Rather & Kittrell reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Rather & Kittrell sold 2,010 iShares National Muni Bond ETF shares in Q4 2022, an estimated $206K.
  • Rather & Kittrell first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 4 quarters.
  • Rather & Kittrell's iShares National Muni Bond ETF position peaked at $284K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Rather & Kittrell's 13F filing for Q4 2022, filed 9 Feb 2023.