Selective Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Selective Wealth 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 Q4	–	Sell	-150	Closed	-$15K	–	501
2022 Q3	$15K	Hold	150	–	–	0.01%	471
2022 Q2	$16K	Buy	150 +149	+14,900%	+$15.9K	0.01%	499
2022 Q1	$0	Buy	+1	New	+$113	﹤0.01%	771
2019 Q4	–	Sell	-151	Closed	-$17K	–	339
2019 Q3	$17K	Buy	+151	New	+$17.2K	0.02%	133

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

Selective Wealth Management's MUB Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 150 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in MUB in Q3 2019 and held it in 4 quarters. The position peaked at $17K in Q3 2019. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Selective Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 150 iShares National Muni Bond ETF shares in Q4 2022, an estimated $15K.
Selective Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 4 quarters.
Selective Wealth Management's iShares National Muni Bond ETF position peaked at $17K in Q3 2019.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.