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

Capital Wealth Planning’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
Q2 		– Sell
-8,154
Closed -$922K – 162
2020
Q1 		$922K Buy
8,154
+359
+5% +$41K 0.06% 84
2019
Q4 		$888K Sell
7,795
-70
-0.9% -$7.97K 0.05% 90
2019
Q3 		$895K Buy
7,865
+1,980
+34% +$226K 0.06% 93
2019
Q2 		$666K Buy
+5,885
New +$659K 0.05% 109

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Capital Wealth Planning's MUB Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 8,154 shares — an estimated $922K sold.

Capital Wealth Planning first reported a position in MUB in Q2 2019 and held it in 4 quarters. The position peaked at $922K in Q1 2020. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • Capital Wealth Planning reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 8,154 iShares National Muni Bond ETF shares in Q2 2020, an estimated $922K.
  • Capital Wealth Planning first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 4 quarters.
  • Capital Wealth Planning's iShares National Muni Bond ETF position peaked at $922K in Q1 2020.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.