Alexandria Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Alexandria Capital’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	-2,531	Closed	-$286K	–	244
2020 Q1	$286K	Sell	2,531 -100	-4%	-$11.4K	0.05%	189
2019 Q4	$300K	Sell	2,631 -9	-0.3%	-$1.02K	0.04%	212
2019 Q3	$301K	Sell	2,640 -70	-3%	-$7.99K	0.04%	201
2019 Q2	$306K	Sell	2,710 -485	-15%	-$54.3K	0.04%	217
2019 Q1	$355K	Sell	3,195 -220	-6%	-$24.1K	0.05%	210
2018 Q4	$372K	Buy	+3,415	New	+$367K	0.06%	202
2017 Q4	–	Sell	-1,230	Closed	-$136K	–	413
2017 Q3	$136K	Hold	1,230	–	–	0.03%	159
2017 Q2	$135K	Buy	1,230 +1,080	+720%	+$119K	0.03%	160
2017 Q1	$16K	Hold	150	–	–	﹤0.01%	365
2016 Q4	$16K	Hold	150	–	–	﹤0.01%	365
2016 Q3	$17K	Hold	150	–	–	﹤0.01%	364
2016 Q2	$17K	Sell	150 -150	-50%	-$16.9K	﹤0.01%	350
2016 Q1	$33K	Hold	300	–	–	0.01%	289
2015 Q4	$33K	Hold	300	–	–	0.01%	304
2015 Q3	$33K	Hold	300	–	–	0.01%	269
2015 Q2	$32K	Hold	300	–	–	0.01%	285
2015 Q1	$33K	Hold	300	–	–	0.01%	249
2014 Q4	$33K	Hold	300	–	–	0.01%	237
2014 Q3	$33K	Hold	300	–	–	0.01%	240
2014 Q2	$33K	Hold	300	–	–	0.01%	247
2014 Q1	$32K	Hold	300	–	–	0.01%	254
2013 Q4	$31K	Hold	300	–	–	0.01%	258
2013 Q3	$31K	Hold	300	–	–	0.01%	262
2013 Q2	$32K	Buy	+300	New	+$32.8K	0.02%	271

Other funds holding MUB

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alexandria Capital's MUB Position: Q2 2020 in Review

Alexandria Capital sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 2,531 shares — an estimated $286K sold.

Alexandria Capital first reported a position in MUB in Q2 2013 and held it in 24 quarters. The position peaked at $372K in Q4 2018. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

Alexandria Capital reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Alexandria Capital sold 2,531 iShares National Muni Bond ETF shares in Q2 2020, an estimated $286K.
Alexandria Capital first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 24 quarters.
Alexandria Capital's iShares National Muni Bond ETF position peaked at $372K in Q4 2018.
842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Alexandria Capital's 13F filing for Q2 2020, filed 13 Aug 2020.