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

US Financial 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
2023 Q2	–	Sell	-4,152	Closed	-$447K	–	71
2023 Q1	$447K	Buy	+4,152	New	+$444K	0.2%	51
2015 Q3	–	Sell	-250	Closed	-$27K	–	588
2015 Q2	$27K	Sell	250 -615	-71%	-$67K	0.03%	156
2015 Q1	$96K	Buy	865 +615	+246%	+$68K	0.09%	70
2014 Q4	$28K	Buy	+250	New	+$27.5K	0.03%	157

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

US Financial Advisors's MUB Position: Q2 2023 in Review

US Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2023, closing a stake of 4,152 shares — an estimated $447K sold.

US Financial Advisors first reported a position in MUB in Q4 2014 and held it in 4 quarters. The position peaked at $447K in Q1 2023. 1,219 funds tracked by Wall St. Rank hold MUB as of Q2 2023.

US Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
US Financial Advisors sold 4,152 iShares National Muni Bond ETF shares in Q2 2023, an estimated $447K.
US Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 4 quarters.
US Financial Advisors's iShares National Muni Bond ETF position peaked at $447K in Q1 2023.
1,219 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2023.

Based on US Financial Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.