Crow Point Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Crow Point 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
2019 Q4	$4.77M	Buy	60,382 +45,802	+314%	+$5.22M	7.46%	3
2019 Q3	$1.66M	Sell	14,580 -415	-3%	-$47.3K	0.24%	55
2019 Q2	$1.7M	Buy	14,995 +3,625	+32%	+$406K	0.27%	44
2019 Q1	$1.26M	Sell	11,370 -1,937	-15%	-$212K	0.21%	45
2018 Q4	$1.45M	Buy	13,307 +6,540	+97%	+$704K	0.27%	40
2018 Q3	$730K	Sell	6,767 -6,309	-48%	-$686K	0.13%	60
2018 Q2	$1.43M	Buy	13,076 +5,837	+81%	+$633K	0.27%	40
2018 Q1	$789K	Buy	+7,239	New	+$790K	0.15%	57

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Crow Point Partners's MUB Position: Q4 2019 in Review

Crow Point Partners increased its iShares National Muni Bond ETF (MUB) stake by 314% in Q4 2019, buying an estimated $5.22M and bringing the position to 60,382 shares worth $4.77M. The position accounts for 7.46% of the portfolio, ranked #3.

Crow Point Partners first reported a position in MUB in Q1 2018 and has held it in 8 quarters since. 800 funds tracked by Wall St. Rank hold MUB as of Q4 2019.

Crow Point Partners held 60,382 shares of iShares National Muni Bond ETF worth $4.77M as of Q4 2019.
Crow Point Partners bought 45,802 iShares National Muni Bond ETF shares in Q4 2019, an estimated $5.22M.
iShares National Muni Bond ETF made up 7.46% of Crow Point Partners's portfolio in Q4 2019, its #3 holding.
Crow Point Partners first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 8 quarters since.
800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.