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

Belmont 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
Q3 		– Sell
-250
Closed -$29K – 61
2020
Q2 		$29K Hold
250
– – 0.02% 29
2020
Q1 		$28K Hold
250
– – 0.02% 26
2019
Q4 		$28K Buy
+250
New +$28.5K 0.02% 27

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belmont Capital's MUB Position: Q3 2020 in Review

Belmont Capital sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 250 shares — an estimated $29K sold.

Belmont Capital first reported a position in MUB in Q4 2019 and held it in 3 quarters. The position peaked at $29K in Q2 2020. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • Belmont Capital reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Belmont Capital sold 250 iShares National Muni Bond ETF shares in Q3 2020, an estimated $29K.
  • Belmont Capital first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Belmont Capital's iShares National Muni Bond ETF position peaked at $29K in Q2 2020.
  • 874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Belmont Capital's 13F filing for Q3 2020, filed 5 Oct 2020.