TimeScale Financial’s iShares National Muni Bond ETF MUB Stock Holding History

TimeScale Financial’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
2023 Q2	$178K	Sell	1,666 -348	-17%	-$37.2K	0.04%	104
2023 Q1	$217K	Buy	+2,014	New	+$215K	0.05%	89
2020 Q3	–	Sell	-280	Closed	-$32K	–	488
2020 Q2	$32K	Hold	280	–	–	0.01%	180
2020 Q1	$31K	Buy	+280	New	+$32K	0.01%	169

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TimeScale Financial's MUB Position: Q2 2023 in Review

TimeScale Financial reduced its iShares National Muni Bond ETF (MUB) stake by 17% in Q2 2023, selling an estimated $37.2K and leaving 1,666 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #104.

TimeScale Financial first reported a position in MUB in Q1 2020 and has held it in 4 quarters since. The position peaked at $217K in Q1 2023. 1,218 funds tracked by Wall St. Rank hold MUB as of Q2 2023.

TimeScale Financial held 1,666 shares of iShares National Muni Bond ETF worth $178K as of Q2 2023.
TimeScale Financial sold 348 iShares National Muni Bond ETF shares in Q2 2023, an estimated $37.2K.
iShares National Muni Bond ETF made up 0.04% of TimeScale Financial's portfolio in Q2 2023, its #104 holding.
TimeScale Financial first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 4 quarters since.
TimeScale Financial's iShares National Muni Bond ETF position peaked at $217K in Q1 2023.
1,218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.