Rebalance’s iShares National Muni Bond ETF MUB Stock Holding History

Rebalance’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	-6,613	Closed	-$698K	–	112
2022 Q4	$698K	Buy	+6,613	New	+$689K	0.07%	55

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 22.96% 1-Year Est. Return

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rebalance's MUB Position: Q1 2023 in Review

Rebalance sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 6,613 shares — an estimated $698K sold.

Rebalance first reported a position in MUB in Q4 2022 and held it in 1 quarter. The position peaked at $698K in Q4 2022. 1,208 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Rebalance reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Rebalance sold 6,613 iShares National Muni Bond ETF shares in Q1 2023, an estimated $698K.
Rebalance first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 1 quarter.
Rebalance's iShares National Muni Bond ETF position peaked at $698K in Q4 2022.
1,208 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.