S.A. Mason’s iShares National Muni Bond ETF MUB Stock Holding History

S.A. Mason’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	-600	Closed	-$66K	–	329
2022 Q1	$66K	Hold	600	–	–	0.04%	249
2021 Q4	$70K	Hold	600	–	–	0.04%	237
2021 Q3	$70K	Hold	600	–	–	0.05%	234
2021 Q2	$70K	Hold	600	–	–	0.05%	228
2021 Q1	$70K	Hold	600	–	–	0.05%	218
2020 Q4	$70K	Hold	600	–	–	0.06%	207
2020 Q3	$70K	Hold	600	–	–	0.07%	193
2020 Q2	$69K	Hold	600	–	–	0.07%	197
2020 Q1	$68K	Hold	600	–	–	0.08%	186
2019 Q4	$68K	Buy	+600	New	+$68.3K	0.06%	204

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

S.A. Mason's MUB Position: Q2 2022 in Review

S.A. Mason sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 600 shares — an estimated $66K sold.

S.A. Mason first reported a position in MUB in Q4 2019 and held it in 10 quarters. The position peaked at $70K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

S.A. Mason reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
S.A. Mason sold 600 iShares National Muni Bond ETF shares in Q2 2022, an estimated $66K.
S.A. Mason first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 10 quarters.
S.A. Mason's iShares National Muni Bond ETF position peaked at $70K in Q4 2021.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on S.A. Mason's 13F filing for Q2 2022, filed 7 Jul 2022.