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SC&H Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

SC&H Financial Advisors’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
-1,856
Closed -$204K – 154
2022
Q1 		$204K Buy
+1,856
New +$209K 0.1% 147

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SC&H Financial Advisors's MUB Position: Q2 2022 in Review

SC&H Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 1,856 shares — an estimated $204K sold.

SC&H Financial Advisors first reported a position in MUB in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • SC&H Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 1,856 iShares National Muni Bond ETF shares in Q2 2022, an estimated $204K.
  • SC&H Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • SC&H Financial Advisors's iShares National Muni Bond ETF position peaked at $204K in Q1 2022.
  • 1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.