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BT Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

BT Wealth Management’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
-4,764
Closed -$550K – 62
2020
Q2 		$550K Hold
4,764
– – 0.28% 31
2020
Q1 		$538K Buy
+4,764
New +$544K 0.31% 26

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

BT Wealth Management's MUB Position: Q3 2020 in Review

BT Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 4,764 shares — an estimated $550K sold.

BT Wealth Management first reported a position in MUB in Q1 2020 and held it in 2 quarters. The position peaked at $550K in Q2 2020. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • BT Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • BT Wealth Management sold 4,764 iShares National Muni Bond ETF shares in Q3 2020, an estimated $550K.
  • BT Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • BT Wealth Management's iShares National Muni Bond ETF position peaked at $550K in Q2 2020.
  • 874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on BT Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.