3D Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

3D Asset Management’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 Q3	$2.08M	Sell	17,969 -3,620	-17%	-$421K	0.58%	22
2020 Q2	$2.49M	Sell	21,589 -38,144	-64%	-$4.33M	0.69%	21
2020 Q1	$6.75M	Sell	59,733 -3,754	-6%	-$429K	2.01%	16
2019 Q4	$7.23M	Buy	63,487 +146	+0.2%	+$16.6K	1.68%	16
2019 Q3	$7.23M	Sell	63,341 -1,639	-3%	-$187K	1.72%	16
2019 Q2	$7.35M	Sell	64,980 -35,694	-35%	-$4M	1.79%	16
2019 Q1	$11.2M	Sell	100,674 -2,348	-2%	-$257K	2.64%	16
2018 Q4	$11.2M	Buy	103,022 +744	+0.7%	+$80.1K	2.9%	15
2018 Q3	$11M	Buy	102,278 +3,584	+4%	+$390K	2.5%	15
2018 Q2	$10.8M	Buy	98,694 +4,320	+5%	+$469K	2.57%	14
2018 Q1	$10.3M	Buy	94,374 +11,677	+14%	+$1.27M	2.43%	17
2017 Q4	$9.16M	Buy	82,697 +3,360	+4%	+$372K	2.13%	17
2017 Q3	$8.8M	Buy	79,337 +1,564	+2%	+$174K	2.09%	17
2017 Q2	$8.56M	Buy	77,773 +3,251	+4%	+$357K	2.18%	17
2017 Q1	$8.12M	Buy	74,522 +2,992	+4%	+$324K	2.1%	17
2016 Q4	$7.74M	Buy	71,530 +985	+1%	+$108K	2.07%	19
2016 Q3	$7.95M	Buy	70,545 +3,480	+5%	+$394K	2.13%	18
2016 Q2	$7.64M	Sell	67,065 -2,140	-3%	-$241K	2.13%	19
2016 Q1	$7.73M	Sell	69,205 -1,218	-2%	-$136K	2.2%	18
2015 Q4	$7.8M	Buy	70,423 +2,849	+4%	+$313K	2.33%	18
2015 Q3	$7.4M	Buy	67,574 +3,398	+5%	+$370K	2.25%	18
2015 Q2	$6.94M	Buy	64,176 +1,493	+2%	+$163K	2.08%	18
2015 Q1	$6.93M	Buy	62,683 +6,596	+12%	+$730K	2.09%	18
2014 Q4	$6.19M	Buy	56,087 +14,458	+35%	+$1.59M	1.89%	18
2014 Q3	$4.57M	Sell	41,629 -1,874	-4%	-$204K	1.39%	20
2014 Q2	$4.73M	Sell	43,503 -3,984	-8%	-$431K	1.37%	15
2014 Q1	$5.08M	Sell	47,487 -7,563	-14%	-$803K	1.52%	15
2013 Q4	$5.71M	Sell	55,050 -6,220	-10%	-$649K	1.74%	15
2013 Q3	$6.4M	Sell	61,270 -11,455	-16%	-$1.18M	2.08%	14
2013 Q2	$7.64M	Buy	+72,725	New	+$7.96M	2.57%	12

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

3D Asset Management's MUB Position: Q3 2020 in Review

3D Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 17% in Q3 2020, selling an estimated $421K and leaving 17,969 shares worth $2.08M. The position accounts for 0.58% of the portfolio, ranked #22.

3D Asset Management first reported a position in MUB in Q2 2013 and has held it in 30 quarters since. The position peaked at $11.2M in Q4 2018. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

3D Asset Management held 17,969 shares of iShares National Muni Bond ETF worth $2.08M as of Q3 2020.
3D Asset Management sold 3,620 iShares National Muni Bond ETF shares in Q3 2020, an estimated $421K.
iShares National Muni Bond ETF made up 0.58% of 3D Asset Management's portfolio in Q3 2020, its #22 holding.
3D Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 30 quarters since.
3D Asset Management's iShares National Muni Bond ETF position peaked at $11.2M in Q4 2018.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.