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Clarus Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-1,651
Closed -$187K – 412
2019
Q2 		$187K Sell
1,651
-41
-2% -$4.59K 0.14% 123
2019
Q1 		$188K Buy
1,692
+6
+0.4% +$658 0.14% 107
2018
Q4 		$184K Sell
1,686
-89
-5% -$9.58K 0.29% 88
2018
Q3 		$192K Buy
1,775
+209
+13% +$22.7K 0.13% 132
2018
Q2 		$171K Buy
+1,566
New +$170K 0.13% 133

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clarus Wealth Advisors's MUB Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2019, closing a stake of 1,651 shares — an estimated $187K sold.

Clarus Wealth Advisors first reported a position in MUB in Q2 2018 and held it in 5 quarters. The position peaked at $192K in Q3 2018. 671 funds tracked by Wall St. Rank hold MUB as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,651 iShares National Muni Bond ETF shares in Q3 2019, an estimated $187K.
  • Clarus Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's iShares National Muni Bond ETF position peaked at $192K in Q3 2018.
  • 671 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.