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

Cardan Capital Partners’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 		$1.56M Buy
13,461
+89
+0.7% +$10.4K 0.18% 111
2021
Q2 		$1.57M Sell
13,372
-2,493
-16% -$291K 0.17% 117
2021
Q1 		$1.84M Sell
15,865
-3,738
-19% -$436K 0.22% 104
2020
Q4 		$2.3M Sell
19,603
-5,274
-21% -$613K 0.28% 91
2020
Q3 		$2.88M Sell
24,877
-5,364
-18% -$623K 0.38% 89
2020
Q2 		$3.49M Sell
30,241
-164
-0.5% -$18.6K 0.5% 68
2020
Q1 		$3.44M Sell
30,405
-1,317
-4% -$150K 0.57% 48
2019
Q4 		$3.61M Buy
31,722
+1,305
+4% +$149K 0.48% 59
2019
Q3 		$3.47M Buy
30,417
+1,348
+5% +$154K 0.5% 58
2019
Q2 		$3.29M Sell
29,069
-1,664
-5% -$186K 0.5% 59
2019
Q1 		$3.42M Sell
30,733
-1,118
-4% -$123K 0.55% 54
2018
Q4 		$3.47M Buy
31,851
+2,567
+9% +$276K 0.61% 48
2018
Q3 		$3.16M Sell
29,284
-496
-2% -$53.9K 0.5% 57
2018
Q2 		$3.25M Buy
29,780
+598
+2% +$64.9K 0.53% 52
2018
Q1 		$3.18M Sell
29,182
-1,483
-5% -$162K 0.53% 52
2017
Q4 		$3.4M Buy
30,665
+588
+2% +$65.1K 0.64% 48
2017
Q3 		$3.33M Sell
30,077
-3,278
-10% -$364K 0.67% 50
2017
Q2 		$3.67M Sell
33,355
-4,083
-11% -$449K 0.72% 41
2017
Q1 		$4.08M Sell
37,438
-9,261
-20% -$1M 0.85% 37
2016
Q4 		$5.05M Buy
46,699
+10,061
+27% +$1.1M 1.13% 28
2016
Q3 		$4.13M Buy
36,638
+2,941
+9% +$333K 0.92% 38
2016
Q2 		$3.84M Buy
33,697
+390
+1% +$43.9K 0.94% 36
2016
Q1 		$3.72M Buy
33,307
+15,799
+90% +$1.76M 0.93% 37
2015
Q4 		$1.94M Buy
+17,508
New +$1.92M 0.83% 39

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cardan Capital Partners's MUB Position: Q3 2021 in Review

Cardan Capital Partners increased its iShares National Muni Bond ETF (MUB) stake by 0.67% in Q3 2021, buying an estimated $10.4K and bringing the position to 13,461 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #111.

Cardan Capital Partners first reported a position in MUB in Q4 2015 and has held it in 24 quarters since. The position peaked at $5.05M in Q4 2016. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • Cardan Capital Partners held 13,461 shares of iShares National Muni Bond ETF worth $1.56M as of Q3 2021.
  • Cardan Capital Partners bought 89 iShares National Muni Bond ETF shares in Q3 2021, an estimated $10.4K.
  • iShares National Muni Bond ETF made up 0.18% of Cardan Capital Partners's portfolio in Q3 2021, its #111 holding.
  • Cardan Capital Partners first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 24 quarters since.
  • Cardan Capital Partners's iShares National Muni Bond ETF position peaked at $5.05M in Q4 2016.
  • 1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.