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

Arbor Investment 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
2021
Q2 		– Sell
-2,307
Closed -$268K – 107
2021
Q1 		$268K Hold
2,307
– – 0.06% 81
2020
Q4 		$270K Hold
2,307
– – 0.06% 75
2020
Q3 		$267K Sell
2,307
-1,508
-40% -$175K 0.07% 73
2020
Q2 		$440K Buy
+3,815
New +$433K 0.12% 50

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arbor Investment Advisors's MUB Position: Q2 2021 in Review

Arbor Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2021, closing a stake of 2,307 shares — an estimated $268K sold.

Arbor Investment Advisors first reported a position in MUB in Q2 2020 and held it in 4 quarters. The position peaked at $440K in Q2 2020. 1,020 funds tracked by Wall St. Rank hold MUB as of Q2 2021.

  • Arbor Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Arbor Investment Advisors sold 2,307 iShares National Muni Bond ETF shares in Q2 2021, an estimated $268K.
  • Arbor Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 4 quarters.
  • Arbor Investment Advisors's iShares National Muni Bond ETF position peaked at $440K in Q2 2020.
  • 1,020 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2021.

Based on Arbor Investment Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.