Claraphi Advisory Network’s iShares National Muni Bond ETF MUB Stock Holding History

Claraphi Advisory Network’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 Q1	–	Sell	-3,681	Closed	-$431K	–	328
2020 Q4	$431K	Buy	+3,681	New	+$428K	0.12%	161
2020 Q2	–	Sell	-11	Closed	-$1K	–	854
2020 Q1	$1K	Buy	+11	New	+$1.26K	﹤0.01%	1105
2019 Q4	–	Sell	-57	Closed	-$6K	–	333
2019 Q3	$6K	Buy	+57	New	+$6.5K	﹤0.01%	355

Other funds holding MUB

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Claraphi Advisory Network's MUB Position: Q1 2021 in Review

Claraphi Advisory Network sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 3,681 shares — an estimated $431K sold.

Claraphi Advisory Network first reported a position in MUB in Q3 2019 and held it in 3 quarters. The position peaked at $431K in Q4 2020. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Claraphi Advisory Network reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Claraphi Advisory Network sold 3,681 iShares National Muni Bond ETF shares in Q1 2021, an estimated $431K.
Claraphi Advisory Network first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 3 quarters.
Claraphi Advisory Network's iShares National Muni Bond ETF position peaked at $431K in Q4 2020.
998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Claraphi Advisory Network's 13F filing for Q1 2021, filed 30 Apr 2021.