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

Signature Wealth Management Group’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
-4,980
Closed -$546K – 93
2022
Q1 		$546K Buy
4,980
+392
+9% +$44.2K 0.25% 69
2021
Q4 		$533K Buy
4,588
+30
+0.7% +$3.48K 0.27% 67
2021
Q3 		$530K Hold
4,558
– – 0.29% 65
2021
Q2 		$534K Sell
4,558
-25
-0.5% -$2.92K 0.3% 66
2021
Q1 		$532K Buy
4,583
+483
+12% +$56.3K 0.31% 67
2020
Q4 		$481K Sell
4,100
-18
-0.4% -$2.09K 0.3% 66
2020
Q3 		$477K Hold
4,118
– – 0.34% 63
2020
Q2 		$475K Sell
4,118
-65
-2% -$7.38K 0.36% 60
2020
Q1 		$473K Sell
4,183
-252
-6% -$28.8K 0.42% 60
2019
Q4 		$505K Buy
4,435
+224
+5% +$25.5K 0.32% 68
2019
Q3 		$480K Sell
4,211
-10
-0.2% -$1.14K 0.32% 65
2019
Q2 		$477K Buy
4,221
+72
+2% +$8.06K 0.32% 65
2019
Q1 		$461K Hold
4,149
– – 0.32% 65
2018
Q4 		$452K Hold
4,149
– – 0.35% 62
2018
Q3 		$446K Buy
4,149
+65
+2% +$7.07K 0.33% 63
2018
Q2 		$445K Sell
4,084
-146
-3% -$15.8K 0.33% 54
2018
Q1 		$461K Buy
4,230
+216
+5% +$23.6K 0.36% 48
2017
Q4 		$445K Buy
+4,014
New +$444K 0.33% 49

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

Signature Wealth Management Group's MUB Position: Q2 2022 in Review

Signature Wealth Management Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 4,980 shares — an estimated $546K sold.

Signature Wealth Management Group first reported a position in MUB in Q4 2017 and held it in 18 quarters. The position peaked at $546K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • Signature Wealth Management Group reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Signature Wealth Management Group sold 4,980 iShares National Muni Bond ETF shares in Q2 2022, an estimated $546K.
  • Signature Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 18 quarters.
  • Signature Wealth Management Group's iShares National Muni Bond ETF position peaked at $546K in Q1 2022.
  • 1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Signature Wealth Management Group's 13F filing for Q2 2022, filed 14 Jul 2022.