Regent Peak Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Regent Peak Wealth Advisors’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	-2,030	Closed	-$208K	–	163
2022 Q3	$208K	Sell	2,030 -262	-11%	-$27.9K	0.07%	142
2022 Q2	$243K	Sell	2,292 -1,751	-43%	-$187K	0.08%	133
2022 Q1	$443K	Sell	4,043 -17	-0.4%	-$1.92K	0.13%	96
2021 Q4	$472K	Hold	4,060	–	–	0.13%	97
2021 Q3	$472K	Buy	4,060 +204	+5%	+$23.9K	0.14%	95
2021 Q2	$453K	Buy	3,856 +399	+12%	+$46.6K	0.13%	97
2021 Q1	$401K	Buy	3,457 +1,072	+45%	+$125K	0.13%	98
2020 Q4	$280K	Hold	2,385	–	–	0.09%	114
2020 Q3	$276K	Hold	2,385	–	–	0.12%	102
2020 Q2	$275K	Hold	2,385	–	–	0.12%	97
2020 Q1	$269K	Buy	2,385 +134	+6%	+$15.3K	0.15%	91
2019 Q4	$256K	Buy	+2,251	New	+$256K	0.12%	109

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

Regent Peak Wealth Advisors's MUB Position: Q4 2022 in Review

Regent Peak Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,030 shares — an estimated $208K sold.

Regent Peak Wealth Advisors first reported a position in MUB in Q4 2019 and held it in 12 quarters. The position peaked at $472K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Regent Peak Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 2,030 iShares National Muni Bond ETF shares in Q4 2022, an estimated $208K.
Regent Peak Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 12 quarters.
Regent Peak Wealth Advisors's iShares National Muni Bond ETF position peaked at $472K in Q4 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.