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

Towerpoint 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 Q4	–	Sell	-9,760	Closed	-$1M	–	90
2022 Q3	$1M	Sell	9,760 -24	-0.2%	-$2.55K	0.6%	32
2022 Q2	$1.04M	Sell	9,784 -940	-9%	-$100K	0.62%	32
2022 Q1	$1.18M	Buy	10,724 +1,180	+12%	+$133K	0.58%	36
2021 Q4	$1.11M	Buy	+9,544	New	+$1.11M	0.53%	35

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Towerpoint Wealth's MUB Position: Q4 2022 in Review

Towerpoint Wealth sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 9,760 shares — an estimated $1M sold.

Towerpoint Wealth first reported a position in MUB in Q4 2021 and held it in 4 quarters. The position peaked at $1.18M in Q1 2022. 1,209 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Towerpoint Wealth reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Towerpoint Wealth sold 9,760 iShares National Muni Bond ETF shares in Q4 2022, an estimated $1M.
Towerpoint Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 4 quarters.
Towerpoint Wealth's iShares National Muni Bond ETF position peaked at $1.18M in Q1 2022.
1,209 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Towerpoint Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.