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Advanced Asset Management Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Advanced Asset Management 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
Q2 		– Sell
-450
Closed -$51K – 111
2020
Q1 		$51K Sell
450
-900
-67% -$103K 0.02% 99
2019
Q4 		$154K Buy
+1,350
New +$154K 0.05% 90

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advanced Asset Management Advisors's MUB Position: Q2 2020 in Review

Advanced Asset Management Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 450 shares — an estimated $51K sold.

Advanced Asset Management Advisors first reported a position in MUB in Q4 2019 and held it in 2 quarters. The position peaked at $154K in Q4 2019. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • Advanced Asset Management Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 450 iShares National Muni Bond ETF shares in Q2 2020, an estimated $51K.
  • Advanced Asset Management Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • Advanced Asset Management Advisors's iShares National Muni Bond ETF position peaked at $154K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.