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CFM Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-528
Closed -$60K – 352
2020
Q2 		$60K Hold
528
– – 0.02% 260
2020
Q1 		$60K Hold
528
– – 0.03% 250
2019
Q4 		$61K Buy
+528
New +$60.1K 0.02% 262

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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

CFM Wealth Partners's MUB Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 528 shares — an estimated $60K sold.

CFM Wealth Partners first reported a position in MUB in Q4 2019 and held it in 3 quarters. The position peaked at $61K in Q4 2019. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 528 iShares National Muni Bond ETF shares in Q3 2020, an estimated $60K.
  • CFM Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's iShares National Muni Bond ETF position peaked at $61K in Q4 2019.
  • 874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.