Red Cedar Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Red Cedar Capital’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	$15K	Hold	138	–	–	0.01%	123
2022 Q3	$14K	Hold	138	–	–	0.01%	124
2022 Q2	$15K	Hold	138	–	–	0.01%	122
2022 Q1	$15K	Hold	138	–	–	0.01%	119
2021 Q4	$16K	Buy	+138	New	+$16K	0.01%	114

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

Red Cedar Capital's MUB Position: Q4 2022 in Review

Red Cedar Capital held its iShares National Muni Bond ETF (MUB) position steady in Q4 2022 at 138 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #123.

Red Cedar Capital first reported a position in MUB in Q4 2021 and has held it in 5 quarters since. The position peaked at $16K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Red Cedar Capital held 138 shares of iShares National Muni Bond ETF worth $15K as of Q4 2022.
Red Cedar Capital left its iShares National Muni Bond ETF share count unchanged in Q4 2022.
iShares National Muni Bond ETF made up 0.01% of Red Cedar Capital's portfolio in Q4 2022, its #123 holding.
Red Cedar Capital first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 5 quarters since.
Red Cedar Capital's iShares National Muni Bond ETF position peaked at $16K in Q4 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.