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Stamos Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Stamos Capital Partners’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
Q1 		– Sell
-17,200
Closed -$2M – 95
2021
Q4 		$2M Buy
+17,200
New +$2M 0.93% 40

Other funds holding MUB

Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stamos Capital Partners's MUB Position: Q1 2022 in Review

Stamos Capital Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2022, closing a stake of 17,200 shares — an estimated $2M sold.

Stamos Capital Partners first reported a position in MUB in Q4 2021 and held it in 1 quarter. The position peaked at $2M in Q4 2021. 1,161 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

  • Stamos Capital Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Stamos Capital Partners sold 17,200 iShares National Muni Bond ETF shares in Q1 2022, an estimated $2M.
  • Stamos Capital Partners first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Stamos Capital Partners's iShares National Muni Bond ETF position peaked at $2M in Q4 2021.
  • 1,161 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Stamos Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.