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Clear Perspectives Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-200
Closed -$23K – 223
2021
Q2 		$23K Hold
200
– – 0.01% 132
2021
Q1 		$23K Hold
200
– – 0.01% 124
2020
Q4 		$23K Buy
+200
New +$23.2K 0.01% 116

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspectives Financial Planning's MUB Position: Q3 2021 in Review

Clear Perspectives Financial Planning sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 200 shares — an estimated $23K sold.

Clear Perspectives Financial Planning first reported a position in MUB in Q4 2020 and held it in 3 quarters. The position peaked at $23K in Q2 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • Clear Perspectives Financial Planning reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 200 iShares National Muni Bond ETF shares in Q3 2021, an estimated $23K.
  • Clear Perspectives Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 3 quarters.
  • Clear Perspectives Financial Planning's iShares National Muni Bond ETF position peaked at $23K in Q2 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2021, filed 5 Nov 2021.