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

Advisors Preferred’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
2021 Q1	–	Sell	-9,300	Closed	-$1.09M	–	194
2020 Q4	$1.09M	Buy	+9,300	New	+$1.08M	0.2%	66
2015 Q4	–	Sell	-43,961	Closed	-$4.82M	–	239
2015 Q3	$4.82M	Buy	+43,961	New	+$4.78M	5.24%	4
2015 Q1	–	Sell	-27,283	Closed	-$3.01M	–	325
2014 Q4	$3.01M	Sell	27,283 -11,882	-30%	-$1.31M	1.41%	17
2014 Q3	$4.3M	Buy	39,165 +10,352	+36%	+$1.13M	2.77%	9
2014 Q2	$3.13M	Sell	28,813 -15,105	-34%	-$1.63M	1.58%	20
2014 Q1	$4.7M	Buy	43,918 +33,487	+321%	+$3.56M	2.14%	6
2013 Q4	$1.08M	Buy	+10,431	New	+$1.09M	0.6%	46

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisors Preferred's MUB Position: Q1 2021 in Review

Advisors Preferred sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 9,300 shares — an estimated $1.09M sold.

Advisors Preferred first reported a position in MUB in Q4 2013 and held it in 7 quarters. The position peaked at $4.82M in Q3 2015. 1,000 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Advisors Preferred reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Advisors Preferred sold 9,300 iShares National Muni Bond ETF shares in Q1 2021, an estimated $1.09M.
Advisors Preferred first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 7 quarters.
Advisors Preferred's iShares National Muni Bond ETF position peaked at $4.82M in Q3 2015.
1,000 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Advisors Preferred's 13F filing for Q1 2021, filed 7 May 2021.