Amarillo National Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Amarillo National Bank’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	-3,153	Closed	-$366K	–	91
2020 Q3	$366K	Hold	3,153	–	–	0.14%	65
2020 Q2	$364K	Hold	3,153	–	–	0.15%	64
2020 Q1	$356K	Hold	3,153	–	–	0.15%	64
2019 Q4	$359K	Hold	3,153	–	–	0.12%	69
2019 Q3	$360K	Hold	3,153	–	–	0.14%	67
2019 Q2	$357K	Sell	3,153 -2,528	-44%	-$283K	0.14%	65
2019 Q1	$632K	Buy	5,681 +3,153	+125%	+$346K	0.25%	53
2018 Q4	$276K	Sell	2,528 -3,358	-57%	-$361K	0.15%	68
2018 Q3	$635K	Buy	5,886 +3,358	+133%	+$365K	0.29%	52
2018 Q2	$276K	Sell	2,528 -231	-8%	-$25.1K	0.14%	71
2018 Q1	$301K	Hold	2,759	–	–	0.16%	65
2017 Q4	$306K	Hold	2,759	–	–	0.1%	69
2017 Q3	$306K	Hold	2,759	–	–	0.11%	64
2017 Q2	$304K	Buy	+2,759	New	+$303K	0.11%	61

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Amarillo National Bank's MUB Position: Q4 2020 in Review

Amarillo National Bank sold out of iShares National Muni Bond ETF (MUB) in Q4 2020, closing a stake of 3,153 shares — an estimated $366K sold.

Amarillo National Bank first reported a position in MUB in Q2 2017 and held it in 14 quarters. The position peaked at $635K in Q3 2018. 993 funds tracked by Wall St. Rank hold MUB as of Q4 2020.

Amarillo National Bank reported no remaining iShares National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
Amarillo National Bank sold 3,153 iShares National Muni Bond ETF shares in Q4 2020, an estimated $366K.
Amarillo National Bank first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 14 quarters.
Amarillo National Bank's iShares National Muni Bond ETF position peaked at $635K in Q3 2018.
993 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2020.

Based on Amarillo National Bank's 13F filing for Q4 2020, filed 25 Jan 2021.