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

Clarkston 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 Q2	–	Sell	-2,300	Closed	-$267K	–	186
2021 Q1	$267K	Hold	2,300	–	–	﹤0.01%	131
2020 Q4	$270K	Buy	2,300 +1,417	+160%	+$165K	0.01%	104
2020 Q3	$102K	Buy	883 +855	+3,054%	+$99.3K	﹤0.01%	107
2020 Q2	$3K	Buy	+28	New	+$3.18K	﹤0.01%	113

Other funds holding MUB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clarkston Capital Partners's MUB Position: Q2 2021 in Review

Clarkston Capital Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2021, closing a stake of 2,300 shares — an estimated $267K sold.

Clarkston Capital Partners first reported a position in MUB in Q2 2020 and held it in 4 quarters. The position peaked at $270K in Q4 2020. 1,020 funds tracked by Wall St. Rank hold MUB as of Q2 2021.

Clarkston Capital Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Clarkston Capital Partners sold 2,300 iShares National Muni Bond ETF shares in Q2 2021, an estimated $267K.
Clarkston Capital Partners first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 4 quarters.
Clarkston Capital Partners's iShares National Muni Bond ETF position peaked at $270K in Q4 2020.
1,020 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2021.

Based on Clarkston Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.