1834 Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

1834 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
2020 Q4	–	Sell	-1,000	Closed	-$116K	–	467
2020 Q3	$116K	Hold	1,000	–	–	0.02%	221
2020 Q2	$115K	Hold	1,000	–	–	0.02%	212
2020 Q1	$113K	Hold	1,000	–	–	0.02%	213
2019 Q4	$114K	Hold	1,000	–	–	0.02%	232
2019 Q3	$114K	Hold	1,000	–	–	0.02%	232
2019 Q2	$113K	Hold	1,000	–	–	0.02%	226
2019 Q1	$111K	Hold	1,000	–	–	0.02%	225
2018 Q4	$109K	Hold	1,000	–	–	0.02%	217
2018 Q3	$108K	Hold	1,000	–	–	0.02%	230
2018 Q2	$109K	Hold	1,000	–	–	0.02%	217
2018 Q1	$109K	Hold	1,000	–	–	0.02%	208
2017 Q4	$111K	Buy	+1,000	New	+$111K	0.02%	228

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1834 Investment Advisors's MUB Position: Q4 2020 in Review

1834 Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2020, closing a stake of 1,000 shares — an estimated $116K sold.

1834 Investment Advisors first reported a position in MUB in Q4 2017 and held it in 12 quarters. The position peaked at $116K in Q3 2020. 993 funds tracked by Wall St. Rank hold MUB as of Q4 2020.

1834 Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 1,000 iShares National Muni Bond ETF shares in Q4 2020, an estimated $116K.
1834 Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 12 quarters.
1834 Investment Advisors's iShares National Muni Bond ETF position peaked at $116K in Q3 2020.
993 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.