Security National Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Security National Bank’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	–	Sell	-2,428	Closed	-$258K	–	107
2022 Q2	$258K	Hold	2,428	–	–	0.07%	83
2022 Q1	$266K	Hold	2,428	–	–	0.06%	91
2021 Q4	$282K	Buy	+2,428	New	+$282K	0.06%	87

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Security National Bank's MUB Position: Q3 2022 in Review

Security National Bank sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 2,428 shares — an estimated $258K sold.

Security National Bank first reported a position in MUB in Q4 2021 and held it in 3 quarters. The position peaked at $282K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Security National Bank reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Security National Bank sold 2,428 iShares National Muni Bond ETF shares in Q3 2022, an estimated $258K.
Security National Bank first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 3 quarters.
Security National Bank's iShares National Muni Bond ETF position peaked at $282K in Q4 2021.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Security National Bank's 13F filing for Q3 2022, filed 18 Oct 2022.