Reframe Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Reframe Wealth’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	$20.9M	Buy	+198,130	New	+$20.6M	8.04%	4

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

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

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

Reframe Wealth's MUB Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2022: 198,130 shares worth $20.9M. The stake represents 8.04% of the portfolio and ranks #4 among its holdings.

1,208 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Reframe Wealth held 198,130 shares of iShares National Muni Bond ETF worth $20.9M as of Q4 2022.
iShares National Muni Bond ETF was a new Reframe Wealth position in Q4 2022.
iShares National Muni Bond ETF made up 8.04% of Reframe Wealth's portfolio in Q4 2022, its #4 holding.
1,208 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.