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

ARS Wealth 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	$1.39M	Buy	11,831 +7,800	+194%	+$911K	0.25%	44
2021 Q1	$468K	Buy	4,031 +2,060	+105%	+$240K	0.1%	76
2020 Q4	$231K	Hold	1,971	–	–	0.05%	108
2020 Q3	$228K	Hold	1,971	–	–	0.06%	96
2020 Q2	$227K	Buy	1,971 +100	+5%	+$11.4K	0.07%	88
2020 Q1	$211K	Hold	1,871	–	–	0.09%	83
2019 Q4	$213K	Buy	+1,871	New	+$213K	0.06%	108
2014 Q2	–	Sell	-2,967	Closed	-$318K	–	78
2014 Q1	$318K	Hold	2,967	–	–	0.19%	37
2013 Q4	$308K	Buy	+2,967	New	+$309K	0.19%	42

Other funds holding MUB

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ARS Wealth Advisors's MUB Position: Q2 2021 in Review

ARS Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 194% in Q2 2021, buying an estimated $911K and bringing the position to 11,831 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #44.

ARS Wealth Advisors first reported a position in MUB in Q4 2013 and has held it in 9 quarters since. 1,021 funds tracked by Wall St. Rank hold MUB as of Q2 2021.

ARS Wealth Advisors held 11,831 shares of iShares National Muni Bond ETF worth $1.39M as of Q2 2021.
ARS Wealth Advisors bought 7,800 iShares National Muni Bond ETF shares in Q2 2021, an estimated $911K.
iShares National Muni Bond ETF made up 0.25% of ARS Wealth Advisors's portfolio in Q2 2021, its #44 holding.
ARS Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 9 quarters since.
1,021 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.