Washington Trust Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Washington Trust Bank’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 Q4	–	Sell	-2,963	Closed	-$304K	–	234
2022 Q3	$304K	Hold	2,963	–	–	0.04%	171
2022 Q2	$315K	Hold	2,963	–	–	0.04%	170
2022 Q1	$325K	Buy	+2,963	New	+$334K	0.04%	173
2017 Q4	–	Sell	-52	Closed	-$6K	–	754
2017 Q3	$6K	Buy	+52	New	+$5.77K	﹤0.01%	620
2016 Q2	–	Sell	-727	Closed	-$81K	–	848
2016 Q1	$81K	Hold	727	–	–	0.02%	302
2015 Q4	$80K	Hold	727	–	–	0.02%	328
2015 Q3	$80K	Sell	727 -290	-29%	-$31.6K	0.02%	321
2015 Q2	$110K	Hold	1,017	–	–	0.03%	286
2015 Q1	$112K	Hold	1,017	–	–	0.03%	304
2014 Q4	$112K	Buy	1,017 +727	+251%	+$79.9K	0.03%	322
2014 Q3	$32K	Hold	290	–	–	0.01%	532
2014 Q2	$32K	Hold	290	–	–	0.01%	554
2014 Q1	$31K	Buy	+290	New	+$30.8K	0.01%	550

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Washington Trust Bank's MUB Position: Q4 2022 in Review

Washington Trust Bank sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,963 shares — an estimated $304K sold.

Washington Trust Bank first reported a position in MUB in Q1 2014 and held it in 13 quarters. The position peaked at $325K in Q1 2022. 1,209 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Washington Trust Bank reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Washington Trust Bank sold 2,963 iShares National Muni Bond ETF shares in Q4 2022, an estimated $304K.
Washington Trust Bank first reported a position in iShares National Muni Bond ETF in Q1 2014 and held it in 13 quarters.
Washington Trust Bank's iShares National Muni Bond ETF position peaked at $325K in Q1 2022.
1,209 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Washington Trust Bank's 13F filing for Q4 2022, filed 6 Feb 2023.