Reik & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Reik & Co’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 Q2	–	Sell	-12,342	Closed	-$1.35M	–	52
2022 Q1	$1.35M	Sell	12,342 -450	-4%	-$50.8K	0.34%	23
2021 Q4	$1.49M	Hold	12,792	–	–	0.36%	23
2021 Q3	$1.49M	Buy	12,792 +4,142	+48%	+$486K	0.38%	22
2021 Q2	$1.01M	Sell	8,650 -2,425	-22%	-$283K	0.26%	29
2021 Q1	$1.28M	Buy	+11,075	New	+$1.29M	0.33%	24

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Reik & Co's MUB Position: Q2 2022 in Review

Reik & Co sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 12,342 shares — an estimated $1.35M sold.

Reik & Co first reported a position in MUB in Q1 2021 and held it in 5 quarters. The position peaked at $1.49M in Q4 2021. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Reik & Co reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Reik & Co sold 12,342 iShares National Muni Bond ETF shares in Q2 2022, an estimated $1.35M.
Reik & Co first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 5 quarters.
Reik & Co's iShares National Muni Bond ETF position peaked at $1.49M in Q4 2021.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Reik & Co's 13F filing for Q2 2022, filed 27 Jul 2022.