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

Berman Capital 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 Q3	$1.8M	Buy	15,463 +44	+0.3%	+$5.16K	0.28%	46
2021 Q2	$1.81M	Buy	15,419 +24	+0.2%	+$2.81K	0.29%	44
2021 Q1	$1.79M	Buy	15,395 +50	+0.3%	+$5.83K	0.37%	34
2020 Q4	$1.8M	Buy	15,345 +102	+0.7%	+$11.8K	0.43%	31
2020 Q3	$1.77M	Buy	15,243 +78	+0.5%	+$9.06K	0.5%	27
2020 Q2	$1.75M	Buy	15,165 +88	+0.6%	+$9.99K	0.46%	29
2020 Q1	$1.7M	Buy	+15,077	New	+$1.72M	0.55%	25

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's MUB Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.29% in Q3 2021, buying an estimated $5.16K and bringing the position to 15,463 shares worth $1.8M. The position accounts for 0.28% of the portfolio, ranked #46.

Berman Capital Advisors first reported a position in MUB in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.81M in Q2 2021. 1,019 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

Berman Capital Advisors held 15,463 shares of iShares National Muni Bond ETF worth $1.8M as of Q3 2021.
Berman Capital Advisors bought 44 iShares National Muni Bond ETF shares in Q3 2021, an estimated $5.16K.
iShares National Muni Bond ETF made up 0.28% of Berman Capital Advisors's portfolio in Q3 2021, its #46 holding.
Berman Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's iShares National Muni Bond ETF position peaked at $1.81M in Q2 2021.
1,019 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.