Tradewinds Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Tradewinds Capital Management’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 Q1	–	Sell	-210	Closed	-$22.2K	–	551
2022 Q4	$22.2K	Buy	+210	New	+$21.9K	0.01%	153
2022 Q2	–	Sell	-50	Closed	-$5K	–	656
2022 Q1	$5K	Buy	+50	New	+$5.64K	﹤0.01%	571

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's MUB Position: Q1 2023 in Review

Tradewinds Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 210 shares — an estimated $22.2K sold.

Tradewinds Capital Management first reported a position in MUB in Q1 2022 and held it in 2 quarters. The position peaked at $22.2K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Tradewinds Capital Management reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Tradewinds Capital Management sold 210 iShares National Muni Bond ETF shares in Q1 2023, an estimated $22.2K.
Tradewinds Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 2 quarters.
Tradewinds Capital Management's iShares National Muni Bond ETF position peaked at $22.2K in Q4 2022.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Tradewinds Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.