Sanford Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Sanford Advisory 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	$4.77M	Buy	45,186 +35,990	+391%	+$3.75M	1.14%	20
2022 Q3	$943K	Buy	9,196 +4,096	+80%	+$435K	0.27%	44
2022 Q2	$542K	Buy	5,100 +7	+0.1%	+$747	0.15%	61
2022 Q1	$559K	Sell	5,093 -51	-1%	-$5.76K	0.15%	57
2021 Q4	$598K	Buy	5,144 +8	+0.2%	+$929	0.13%	57
2021 Q3	$597K	Buy	5,136 +5	+0.1%	+$586	0.15%	59
2021 Q2	$501K	Buy	5,131 +6	+0.1%	+$701	0.13%	62
2021 Q1	$595K	Buy	5,125 +518	+11%	+$60.4K	0.17%	55
2020 Q4	$540K	Buy	+4,607	New	+$535K	0.17%	53

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

Sanford Advisory Services's MUB Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares National Muni Bond ETF (MUB) stake by 391% in Q4 2022, buying an estimated $3.75M and bringing the position to 45,186 shares worth $4.77M. The position accounts for 1.14% of the portfolio, ranked #20.

Sanford Advisory Services first reported a position in MUB in Q4 2020 and has held it in 9 quarters since. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Sanford Advisory Services held 45,186 shares of iShares National Muni Bond ETF worth $4.77M as of Q4 2022.
Sanford Advisory Services bought 35,990 iShares National Muni Bond ETF shares in Q4 2022, an estimated $3.75M.
iShares National Muni Bond ETF made up 1.14% of Sanford Advisory Services's portfolio in Q4 2022, its #20 holding.
Sanford Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 9 quarters since.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.