Wade Financial Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Wade Financial Advisory’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	-14,212	Closed	-$1.5M	–	79
2022 Q4	$1.5M	Sell	14,212 -366	-3%	-$38.1K	0.68%	31
2022 Q3	$1.5M	Buy	14,578 +3,009	+26%	+$320K	0.75%	29
2022 Q2	$1.23M	Sell	11,569 -8,317	-42%	-$888K	0.58%	33
2022 Q1	$2.18M	Buy	19,886 +4,124	+26%	+$465K	0.93%	27
2021 Q4	$1.83M	Buy	15,762 +2,011	+15%	+$233K	0.95%	28
2021 Q3	$1.6M	Buy	13,751 +820	+6%	+$96.1K	0.9%	28
2021 Q2	$1.52M	Buy	12,931 +240	+2%	+$28K	0.83%	28
2021 Q1	$1.47M	Buy	12,691 +2,207	+21%	+$257K	0.93%	27
2020 Q4	$1.23M	Buy	10,484 +2,574	+33%	+$299K	0.82%	27
2020 Q3	$917K	Buy	7,910 +1,728	+28%	+$201K	0.72%	33
2020 Q2	$713K	Buy	6,182 +688	+13%	+$78.1K	0.62%	35
2020 Q1	$621K	Sell	5,494 -5,235	-49%	-$598K	0.62%	35
2019 Q4	$1.22M	Buy	+10,729	New	+$1.22M	1.08%	20

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

Wade Financial Advisory's MUB Position: Q1 2023 in Review

Wade Financial Advisory sold out of iShares National Muni Bond ETF (MUB) in Q1 2023, closing a stake of 14,212 shares — an estimated $1.5M sold.

Wade Financial Advisory first reported a position in MUB in Q4 2019 and held it in 13 quarters. The position peaked at $2.18M in Q1 2022. 1,205 funds tracked by Wall St. Rank hold MUB as of Q1 2023.

Wade Financial Advisory reported no remaining iShares National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Wade Financial Advisory sold 14,212 iShares National Muni Bond ETF shares in Q1 2023, an estimated $1.5M.
Wade Financial Advisory first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 13 quarters.
Wade Financial Advisory's iShares National Muni Bond ETF position peaked at $2.18M in Q1 2022.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2023.

Based on Wade Financial Advisory's 13F filing for Q1 2023, filed 7 Apr 2023.