Spearhead Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Spearhead Capital 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 Q3	$501K	Buy	4,885 +2,869	+142%	+$305K	0.54%	60
2022 Q2	$214K	Sell	2,016 -8,936	-82%	-$954K	0.03%	167
2022 Q1	$1.2M	Sell	10,952 -1,017	-8%	-$115K	0.15%	68
2021 Q4	$1.39M	Buy	11,969 +3,433	+40%	+$399K	0.17%	66
2021 Q3	$992K	Buy	+8,536	New	+$1M	0.13%	62

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

Spearhead Capital Advisors's MUB Position: Q3 2022 in Review

Spearhead Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 142% in Q3 2022, buying an estimated $305K and bringing the position to 4,885 shares worth $501K. The position accounts for 0.54% of the portfolio, ranked #60.

Spearhead Capital Advisors first reported a position in MUB in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Spearhead Capital Advisors held 4,885 shares of iShares National Muni Bond ETF worth $501K as of Q3 2022.
Spearhead Capital Advisors bought 2,869 iShares National Muni Bond ETF shares in Q3 2022, an estimated $305K.
iShares National Muni Bond ETF made up 0.54% of Spearhead Capital Advisors's portfolio in Q3 2022, its #60 holding.
Spearhead Capital Advisors first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 5 quarters since.
Spearhead Capital Advisors's iShares National Muni Bond ETF position peaked at $1.39M in Q4 2021.
1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.