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

Vigilare 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
2021
Q4 		– Sell
-1,800
Closed -$209K – 192
2021
Q3 		$209K Hold
1,800
– – 0.13% 180
2021
Q2 		$211K Buy
+1,800
New +$210K 0.13% 192

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vigilare Wealth Management's MUB Position: Q4 2021 in Review

Vigilare Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 1,800 shares — an estimated $209K sold.

Vigilare Wealth Management first reported a position in MUB in Q2 2021 and held it in 2 quarters. The position peaked at $211K in Q2 2021. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Vigilare Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Vigilare Wealth Management sold 1,800 iShares National Muni Bond ETF shares in Q4 2021, an estimated $209K.
  • Vigilare Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2021 and held it in 2 quarters.
  • Vigilare Wealth Management's iShares National Muni Bond ETF position peaked at $211K in Q2 2021.
  • 1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Vigilare Wealth Management's 13F filing for Q4 2021, filed 7 Jan 2022.