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

River 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	-2,323	Closed	-$247K	–	206
2022 Q2	$247K	Sell	2,323 -851	-27%	-$90.8K	0.05%	197
2022 Q1	$348K	Sell	3,174 -190	-6%	-$21.4K	0.06%	175
2021 Q4	$391K	Sell	3,364 -250	-7%	-$29K	0.06%	171
2021 Q3	$420K	Sell	3,614 -187	-5%	-$21.9K	0.07%	161
2021 Q2	$445K	Sell	3,801 -1,339	-26%	-$156K	0.08%	157
2021 Q1	$596K	Buy	5,140 +299	+6%	+$34.9K	0.11%	136
2020 Q4	$567K	Sell	4,841 -1,504	-24%	-$175K	0.12%	132
2020 Q3	$736K	Buy	+6,345	New	+$737K	0.19%	107

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

River Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 2,323 shares — an estimated $247K sold.

River Wealth Advisors first reported a position in MUB in Q3 2020 and held it in 8 quarters. The position peaked at $736K in Q3 2020. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

River Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
River Wealth Advisors sold 2,323 iShares National Muni Bond ETF shares in Q3 2022, an estimated $247K.
River Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 8 quarters.
River Wealth Advisors's iShares National Muni Bond ETF position peaked at $736K in Q3 2020.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on River Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.