RBC
MUB icon

Roble Belko & Company’s iShares National Muni Bond ETF MUB Stock Holding History

Roble Belko & 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
2022
Q4 		– Sell
-837
Closed -$86K – 334
2022
Q3 		$86K Hold
837
– – 0.02% 132
2022
Q2 		$89K Buy
837
+603
+258% +$64.3K 0.02% 132
2022
Q1 		$26K Buy
+234
New +$26.4K ﹤0.01% 208

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roble Belko & Company's MUB Position: Q4 2022 in Review

Roble Belko & Company sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 837 shares — an estimated $86K sold.

Roble Belko & Company first reported a position in MUB in Q1 2022 and held it in 3 quarters. The position peaked at $89K in Q2 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

  • Roble Belko & Company reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Roble Belko & Company sold 837 iShares National Muni Bond ETF shares in Q4 2022, an estimated $86K.
  • Roble Belko & Company first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 3 quarters.
  • Roble Belko & Company's iShares National Muni Bond ETF position peaked at $89K in Q2 2022.
  • 1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Roble Belko & Company's 13F filing for Q4 2022, filed 8 Feb 2023.