Wipfli Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Wipfli Financial Advisors’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	$931K	Buy	9,074 +7,120	+364%	+$757K	0.07%	131
2022 Q2	$208K	Sell	1,954 -223	-10%	-$23.8K	0.02%	84
2022 Q1	$239K	Sell	2,177 -119	-5%	-$13.4K	0.02%	90
2021 Q4	$267K	Sell	2,296 -259	-10%	-$30.1K	0.03%	39
2021 Q3	$297K	Buy	2,555 +34	+1%	+$3.99K	0.04%	39
2021 Q2	$295K	Buy	2,521 +725	+40%	+$84.7K	0.04%	37
2021 Q1	$208K	Sell	1,796 -382	-18%	-$44.6K	0.11%	33
2020 Q4	$255K	Buy	+2,178	New	+$253K	0.15%	31

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 $424B AUM 22.94% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's MUB Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 364% in Q3 2022, buying an estimated $757K and bringing the position to 9,074 shares worth $931K. The position accounts for 0.07% of the portfolio, ranked #131.

Wipfli Financial Advisors first reported a position in MUB in Q4 2020 and has held it in 8 quarters since. 1,130 funds tracked by Wall St. Rank hold MUB as of Q3 2022.

Wipfli Financial Advisors held 9,074 shares of iShares National Muni Bond ETF worth $931K as of Q3 2022.
Wipfli Financial Advisors bought 7,120 iShares National Muni Bond ETF shares in Q3 2022, an estimated $757K.
iShares National Muni Bond ETF made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #131 holding.
Wipfli Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 8 quarters since.
1,130 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.