RWA
MUB icon

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

RGT 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
Q3 		– Sell
-8,279
Closed -$881K – 125
2022
Q2 		$881K Sell
8,279
-1,961
-19% -$209K 0.15% 36
2022
Q1 		$1.12M Buy
10,240
+84
+0.8% +$9.48K 0.18% 33
2021
Q4 		$1.18M Buy
+10,156
New +$1.18M 0.18% 30

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RGT Wealth Advisors's MUB Position: Q3 2022 in Review

RGT Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 8,279 shares — an estimated $881K sold.

RGT Wealth Advisors first reported a position in MUB in Q4 2021 and held it in 3 quarters. The position peaked at $1.18M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • RGT Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 8,279 iShares National Muni Bond ETF shares in Q3 2022, an estimated $881K.
  • RGT Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 3 quarters.
  • RGT Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.18M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.