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

Solidarity Wealth’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 		$738K Sell
7,911
-665
-8% -$70.7K 0.43% 54
2022
Q2 		$931K Buy
8,576
+387
+5% +$41.3K 0.5% 47
2022
Q1 		$876K Buy
+8,189
New +$924K 0.49% 46

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Solidarity Wealth's MUB Position: Q3 2022 in Review

Solidarity Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 7.8% in Q3 2022, selling an estimated $70.7K and leaving 7,911 shares worth $738K. The position accounts for 0.43% of the portfolio, ranked #54.

Solidarity Wealth first reported a position in MUB in Q1 2022 and has held it in 3 quarters since. The position peaked at $931K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • Solidarity Wealth held 7,911 shares of iShares National Muni Bond ETF worth $738K as of Q3 2022.
  • Solidarity Wealth sold 665 iShares National Muni Bond ETF shares in Q3 2022, an estimated $70.7K.
  • iShares National Muni Bond ETF made up 0.43% of Solidarity Wealth's portfolio in Q3 2022, its #54 holding.
  • Solidarity Wealth first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • Solidarity Wealth's iShares National Muni Bond ETF position peaked at $931K in Q2 2022.
  • 1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.