SIM
MUB icon

Sadoff Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Sadoff Investment Management’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 		$4.4M Sell
42,866
-1,625
-4% -$173K 0.34% 41
2022
Q2 		$4.73M Sell
44,491
-300
-0.7% -$32K 0.36% 41
2022
Q1 		$4.91M Buy
44,791
+673
+2% +$76K 0.31% 41
2021
Q4 		$5.13M Sell
44,118
-1,030
-2% -$120K 0.3% 39
2021
Q3 		$5.25M Sell
45,148
-69
-0.2% -$8.09K 0.36% 38
2021
Q2 		$5.3M Sell
45,217
-200
-0.4% -$23.4K 0.35% 37
2021
Q1 		$5.27M Hold
45,417
– – 0.37% 38
2020
Q4 		$5.32M Sell
45,417
-250
-0.5% -$29K 0.42% 37
2020
Q3 		$5.29M Sell
45,667
-200
-0.4% -$23.2K 0.47% 36
2020
Q2 		$5.29M Hold
45,867
– – 0.48% 36
2020
Q1 		$5.18M Sell
45,867
-200
-0.4% -$22.8K 0.59% 33
2019
Q4 		$5.25M Hold
46,067
– – 0.41% 37
2019
Q3 		$5.26M Sell
46,067
-300
-0.6% -$34.2K 0.44% 35
2019
Q2 		$5.24M Hold
46,367
– – 0.43% 35
2019
Q1 		$5.16M Sell
46,367
-1,150
-2% -$126K 0.44% 35
2018
Q4 		$5.18M Hold
47,517
– – 0.51% 35
2018
Q3 		$5.13M Sell
47,517
-1,000
-2% -$109K 0.44% 36
2018
Q2 		$5.29M Sell
48,517
-600
-1% -$65.1K 0.46% 38
2018
Q1 		$5.35M Sell
49,117
-1,177
-2% -$128K 0.45% 38
2017
Q4 		$5.57M Sell
50,294
-150
-0.3% -$16.6K 0.46% 39
2017
Q3 		$5.59M Buy
+50,444
New +$5.6M 0.5% 38

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sadoff Investment Management's MUB Position: Q3 2022 in Review

Sadoff Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q3 2022, selling an estimated $173K and leaving 42,866 shares worth $4.4M. The position accounts for 0.34% of the portfolio, ranked #41.

Sadoff Investment Management first reported a position in MUB in Q3 2017 and has held it in 21 quarters since. The position peaked at $5.59M in Q3 2017. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • Sadoff Investment Management held 42,866 shares of iShares National Muni Bond ETF worth $4.4M as of Q3 2022.
  • Sadoff Investment Management sold 1,625 iShares National Muni Bond ETF shares in Q3 2022, an estimated $173K.
  • iShares National Muni Bond ETF made up 0.34% of Sadoff Investment Management's portfolio in Q3 2022, its #41 holding.
  • Sadoff Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2017 and has held it in 21 quarters since.
  • Sadoff Investment Management's iShares National Muni Bond ETF position peaked at $5.59M in Q3 2017.
  • 1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.