YHB Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

YHB Investment 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 Q4	–	Sell	-5,898	Closed	-$605K	–	287
2022 Q3	$605K	Sell	5,898 -4,201	-42%	-$447K	0.07%	174
2022 Q2	$1.07M	Sell	10,099 -4,528	-31%	-$483K	0.11%	140
2022 Q1	$1.6M	Sell	14,627 -6,041	-29%	-$682K	0.14%	130
2021 Q4	$2.4M	Sell	20,668 -15,732	-43%	-$1.83M	0.19%	112
2021 Q3	$4.23M	Buy	36,400 +21,200	+139%	+$2.49M	0.36%	73
2021 Q2	$1.78M	Buy	15,200 +6,310	+71%	+$737K	0.15%	134
2021 Q1	$1.04M	Buy	8,890 +405	+5%	+$47.2K	0.09%	163
2020 Q4	$994K	Buy	+8,485	New	+$986K	0.09%	163

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

YHB Investment Advisors's MUB Position: Q4 2022 in Review

YHB Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 5,898 shares — an estimated $605K sold.

YHB Investment Advisors first reported a position in MUB in Q4 2020 and held it in 8 quarters. The position peaked at $4.23M in Q3 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

YHB Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
YHB Investment Advisors sold 5,898 iShares National Muni Bond ETF shares in Q4 2022, an estimated $605K.
YHB Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 8 quarters.
YHB Investment Advisors's iShares National Muni Bond ETF position peaked at $4.23M in Q3 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on YHB Investment Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.