Weaver Consulting Group’s iShares National Muni Bond ETF MUB Stock Holding History

Weaver Consulting Group’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 Q2	–	Sell	-2,000	Closed	-$219K	–	175
2022 Q1	$219K	Hold	2,000	–	–	0.11%	161
2021 Q4	$233K	Hold	2,000	–	–	0.11%	150
2021 Q3	$232K	Hold	2,000	–	–	0.13%	133
2021 Q2	$234K	Hold	2,000	–	–	0.13%	128
2021 Q1	$232K	Hold	2,000	–	–	0.14%	121
2020 Q4	$234K	Hold	2,000	–	–	0.15%	114
2020 Q3	$232K	Sell	2,000 -584	-23%	-$67.9K	0.13%	110
2020 Q2	$298K	Buy	2,584 +400	+18%	+$45.4K	0.17%	82
2020 Q1	$247K	Sell	2,184 -7	-0.3%	-$799	0.16%	83
2019 Q4	$250K	Hold	2,191	–	–	0.13%	95
2019 Q3	$249K	Hold	2,191	–	–	0.13%	90
2019 Q2	$248K	Hold	2,191	–	–	0.14%	88
2019 Q1	$247K	Buy	+2,191	New	+$240K	0.07%	191

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weaver Consulting Group's MUB Position: Q2 2022 in Review

Weaver Consulting Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 2,000 shares — an estimated $219K sold.

Weaver Consulting Group first reported a position in MUB in Q1 2019 and held it in 13 quarters. The position peaked at $298K in Q2 2020. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

Weaver Consulting Group reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Weaver Consulting Group sold 2,000 iShares National Muni Bond ETF shares in Q2 2022, an estimated $219K.
Weaver Consulting Group first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 13 quarters.
Weaver Consulting Group's iShares National Muni Bond ETF position peaked at $298K in Q2 2020.
1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Weaver Consulting Group's 13F filing for Q2 2022, filed 20 Jul 2022.