S.C. Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

S.C. Financial Services’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	-5,513	Closed	-$566K	–	131
2022 Q3	$566K	Buy	5,513 +564	+11%	+$60K	0.9%	31
2022 Q2	$526K	Sell	4,949 -1,805	-27%	-$193K	0.81%	40
2022 Q1	$741K	Sell	6,754 -291	-4%	-$32.8K	0.95%	29
2021 Q4	$813K	Buy	+7,045	New	+$818K	0.93%	29

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

S.C. Financial Services's MUB Position: Q4 2022 in Review

S.C. Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 5,513 shares — an estimated $566K sold.

S.C. Financial Services first reported a position in MUB in Q4 2021 and held it in 4 quarters. The position peaked at $813K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

S.C. Financial Services reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
S.C. Financial Services sold 5,513 iShares National Muni Bond ETF shares in Q4 2022, an estimated $566K.
S.C. Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 4 quarters.
S.C. Financial Services's iShares National Muni Bond ETF position peaked at $813K in Q4 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.