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

USAdvisors Wealth 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
2022 Q3	–	Sell	-3,399	Closed	-$362K	–	119
2022 Q2	$362K	Sell	3,399 -14,457	-81%	-$1.54M	0.18%	94
2022 Q1	$1.96M	Buy	17,856 +2,942	+20%	+$332K	0.84%	29
2021 Q4	$1.73M	Buy	14,914 +3,649	+32%	+$424K	0.71%	33
2021 Q3	$1.31M	Buy	11,265 +457	+4%	+$53.6K	0.57%	39
2021 Q2	$1.27M	Buy	10,808 +151	+1%	+$17.6K	0.69%	35
2021 Q1	$1.24M	Buy	+10,657	New	+$1.24M	0.6%	38
2020 Q1	–	Sell	-7,781	Closed	-$886K	–	87
2019 Q4	$886K	Sell	7,781 -35	-0.4%	-$3.99K	0.46%	30
2019 Q3	$892K	Buy	+7,816	New	+$892K	0.46%	24

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USAdvisors Wealth Management's MUB Position: Q3 2022 in Review

USAdvisors Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 3,399 shares — an estimated $362K sold.

USAdvisors Wealth Management first reported a position in MUB in Q3 2019 and held it in 8 quarters. The position peaked at $1.96M in Q1 2022. 1,129 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

USAdvisors Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 3,399 iShares National Muni Bond ETF shares in Q3 2022, an estimated $362K.
USAdvisors Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 8 quarters.
USAdvisors Wealth Management's iShares National Muni Bond ETF position peaked at $1.96M in Q1 2022.
1,129 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on USAdvisors Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.