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

WoodTrust Financial’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
-4,338
Closed -$476K – 154
2022
Q1 		$476K Buy
+4,338
New +$490K 0.1% 102

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WoodTrust Financial's MUB Position: Q2 2022 in Review

WoodTrust Financial sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 4,338 shares — an estimated $476K sold.

WoodTrust Financial first reported a position in MUB in Q1 2022 and held it in 1 quarter. The position peaked at $476K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • WoodTrust Financial reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WoodTrust Financial sold 4,338 iShares National Muni Bond ETF shares in Q2 2022, an estimated $476K.
  • WoodTrust Financial first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • WoodTrust Financial's iShares National Muni Bond ETF position peaked at $476K in Q1 2022.
  • 1,154 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on WoodTrust Financial's 13F filing for Q2 2022, filed 22 Jul 2022.