Riverview Trust Company’s iShares National Muni Bond ETF MUB Stock Holding History

Riverview Trust Company’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
2024 Q2	–	Sell	-566	Closed	-$60.9K	–	653
2024 Q1	$60.9K	Buy	+566	New	+$61.1K	0.05%	220
2023 Q4	–	Sell	-499	Closed	-$51.2K	–	447
2023 Q3	$51.2K	Hold	499	–	–	0.05%	231
2023 Q2	$53.3K	Hold	499	–	–	0.05%	199
2023 Q1	$53.8K	Hold	499	–	–	0.05%	201
2022 Q4	$53K	Hold	499	–	–	0.05%	208
2022 Q3	$51K	Sell	499 -18,021	-97%	-$1.92M	0.05%	202
2022 Q2	$1.97M	Hold	18,520	–	–	1.72%	11
2022 Q1	$2.03M	Hold	18,520	–	–	1.51%	12
2021 Q4	$2.15K	Hold	18,520	–	–	1.26%	11
2021 Q3	$2.15M	Buy	18,520 +305	+2%	+$35.8K	2.28%	9
2021 Q2	$2.13M	Hold	18,215	–	–	2.26%	10
2021 Q1	$2.11M	Hold	18,215	–	–	2.36%	9
2020 Q4	$2.13M	Sell	18,215 -2,547	-12%	-$296K	2.36%	9
2020 Q3	$2.41M	Sell	20,762 -13,693	-40%	-$1.59M	2.77%	8
2020 Q2	$3.98M	Sell	34,455 -218	-0.6%	-$24.7K	3.86%	4
2020 Q1	$3.92M	Hold	34,673	–	–	3.76%	5
2019 Q4	$3.95M	Hold	34,673	–	–	2.66%	7
2019 Q3	$3.96M	Hold	34,673	–	–	2.76%	8
2019 Q2	$3.92M	Sell	34,673 -763	-2%	-$85.4K	2.75%	7
2019 Q1	$3.94M	Sell	35,436 -5,198	-13%	-$570K	2.98%	6
2018 Q4	$4.43M	Buy	+40,634	New	+$4.37M	3.47%	6

Other funds holding MUB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Riverview Trust Company's MUB Position: Q2 2024 in Review

Riverview Trust Company sold out of iShares National Muni Bond ETF (MUB) in Q2 2024, closing a stake of 566 shares — an estimated $60.9K sold.

Riverview Trust Company first reported a position in MUB in Q4 2018 and held it in 21 quarters. The position peaked at $4.43M in Q4 2018. 1,345 funds tracked by Wall St. Rank hold MUB as of Q2 2024.

Riverview Trust Company reported no remaining iShares National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Riverview Trust Company sold 566 iShares National Muni Bond ETF shares in Q2 2024, an estimated $60.9K.
Riverview Trust Company first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 21 quarters.
Riverview Trust Company's iShares National Muni Bond ETF position peaked at $4.43M in Q4 2018.
1,345 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.