Clear Perspective Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Clear Perspective 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
2021 Q4	$377K	Buy	3,245 +100	+3%	+$11.6K	0.11%	121
2021 Q3	$365K	Sell	3,145 -69	-2%	-$8.09K	0.12%	111
2021 Q2	$377K	Hold	3,214	–	–	0.13%	110
2021 Q1	$373K	Hold	3,214	–	–	0.15%	106
2020 Q4	$377K	Sell	3,214 -1	-0%	-$116	0.15%	103
2020 Q3	$662	Buy	3,215 +526	+20%	+$61.1K	0.31%	59
2020 Q2	$310K	Hold	2,689	–	–	0.17%	92
2020 Q1	$304K	Hold	2,689	–	–	0.2%	85
2019 Q4	$306K	Sell	2,689 -150	-5%	-$17.1K	0.19%	106
2019 Q3	$324K	Buy	2,839 +650	+30%	+$74.2K	0.15%	105
2019 Q2	$248K	Buy	+2,189	New	+$245K	0.16%	125
2018 Q3	–	Sell	-1,589	Closed	-$173K	–	334
2018 Q2	$173K	Sell	1,589 -60	-4%	-$6.51K	0.12%	145
2018 Q1	$180K	Hold	1,649	–	–	0.13%	139
2017 Q4	$183K	Hold	1,649	–	–	0.14%	139
2017 Q3	$183K	Buy	1,649 +924	+127%	+$103K	0.15%	135
2017 Q2	$80K	Hold	725	–	–	0.07%	186
2017 Q1	$79K	Hold	725	–	–	0.05%	179
2016 Q4	$78K	Buy	+725	New	+$79.4K	0.05%	175

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

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's MUB Position: Q4 2021 in Review

Clear Perspective Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3.2% in Q4 2021, buying an estimated $11.6K and bringing the position to 3,245 shares worth $377K. The position accounts for 0.11% of the portfolio, ranked #121.

Clear Perspective Advisors first reported a position in MUB in Q4 2016 and has held it in 18 quarters since. 1,174 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Clear Perspective Advisors held 3,245 shares of iShares National Muni Bond ETF worth $377K as of Q4 2021.
Clear Perspective Advisors bought 100 iShares National Muni Bond ETF shares in Q4 2021, an estimated $11.6K.
iShares National Muni Bond ETF made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #121 holding.
Clear Perspective Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 18 quarters since.
1,174 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.