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

CCG 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 Q2	–	Sell	-3,401	Closed	-$384K	–	67
2020 Q1	$384K	Sell	3,401 -738	-18%	-$84.2K	0.37%	33
2019 Q4	$471K	Hold	4,139	–	–	0.3%	47
2019 Q3	$472K	Hold	4,139	–	–	0.32%	44
2019 Q2	$468K	Hold	4,139	–	–	0.33%	42
2019 Q1	$460K	Sell	4,139 -55	-1%	-$6.03K	0.37%	42
2018 Q4	$457K	Buy	+4,194	New	+$451K	0.44%	39

Other funds holding MUB

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

CCG Wealth Management's MUB Position: Q2 2020 in Review

CCG Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 3,401 shares — an estimated $384K sold.

CCG Wealth Management first reported a position in MUB in Q4 2018 and held it in 6 quarters. The position peaked at $472K in Q3 2019. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

CCG Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
CCG Wealth Management sold 3,401 iShares National Muni Bond ETF shares in Q2 2020, an estimated $384K.
CCG Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 6 quarters.
CCG Wealth Management's iShares National Muni Bond ETF position peaked at $472K in Q3 2019.
842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on CCG Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.