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

V Wealth 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 Q3	–	Sell	-3,534	Closed	-$377K	–	272
2023 Q2	$377K	Buy	3,534 +439	+14%	+$46.9K	0.06%	241
2023 Q1	$333K	Buy	3,095 +339	+12%	+$36.2K	0.06%	265
2022 Q4	$291K	Hold	2,756	–	–	0.06%	284
2022 Q3	$283K	Sell	2,756 -37	-1%	-$3.93K	0.06%	296
2022 Q2	$297K	Sell	2,793 -366	-12%	-$39.1K	0.06%	311
2022 Q1	$347K	Sell	3,159 -1,619	-34%	-$183K	0.06%	312
2021 Q4	$555K	Sell	4,778 -1,279	-21%	-$149K	0.08%	240
2021 Q3	$704K	Sell	6,057 -905	-13%	-$106K	0.11%	196
2021 Q2	$816K	Buy	6,962 +2,820	+68%	+$330K	0.13%	180
2021 Q1	$480K	Sell	4,142 -199	-5%	-$23.2K	0.09%	252
2020 Q4	$508K	Buy	+4,341	New	+$504K	0.11%	210
2020 Q2	–	Sell	-1,860	Closed	-$210K	–	372
2020 Q1	$210K	Sell	1,860 -19	-1%	-$2.17K	0.07%	286
2019 Q4	$214K	Hold	1,879	–	–	0.08%	263
2019 Q3	$214K	Buy	+1,879	New	+$214K	0.08%	263
2018 Q4	–	Sell	-2,810	Closed	-$304K	–	229
2018 Q3	$304K	Buy	+2,810	New	+$305K	0.14%	167
2017 Q3	–	Sell	-100	Closed	-$11K	–	521
2017 Q2	$11K	Buy	+100	New	+$11K	0.01%	549

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

V Wealth Advisors's MUB Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2023, closing a stake of 3,534 shares — an estimated $377K sold.

V Wealth Advisors first reported a position in MUB in Q2 2017 and held it in 16 quarters. The position peaked at $816K in Q2 2021. 1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

V Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 3,534 iShares National Muni Bond ETF shares in Q3 2023, an estimated $377K.
V Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 16 quarters.
V Wealth Advisors's iShares National Muni Bond ETF position peaked at $816K in Q2 2021.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.