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

Wealth Architects’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
-5,064
Closed -$539K – 186
2022
Q2 		$539K Buy
+5,064
New +$540K 0.11% 97

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Architects's MUB Position: Q3 2022 in Review

Wealth Architects sold out of iShares National Muni Bond ETF (MUB) in Q3 2022, closing a stake of 5,064 shares — an estimated $539K sold.

Wealth Architects first reported a position in MUB in Q2 2022 and held it in 1 quarter. The position peaked at $539K in Q2 2022. 1,131 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

  • Wealth Architects reported no remaining iShares National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Architects sold 5,064 iShares National Muni Bond ETF shares in Q3 2022, an estimated $539K.
  • Wealth Architects first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 1 quarter.
  • Wealth Architects's iShares National Muni Bond ETF position peaked at $539K in Q2 2022.
  • 1,131 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Wealth Architects's 13F filing for Q3 2022, filed 24 Oct 2022.