Danda Trouve Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Danda Trouve Investment Management’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
2022 Q1	–	Sell	-704	Closed	-$82K	–	132
2021 Q4	$82K	Buy	+704	New	+$81.7K	0.09%	50
2021 Q1	–	Sell	-1	Closed	–	–	164
2020 Q4	$0	Hold	1	–	–	﹤0.01%	183
2020 Q3	$0	Hold	1	–	–	﹤0.01%	160
2020 Q2	$0	Hold	1	–	–	﹤0.01%	165
2020 Q1	$0	Hold	1	–	–	﹤0.01%	167
2019 Q4	$0	Buy	+1	New	+$114	﹤0.01%	165

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Danda Trouve Investment Management's MUB Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2022, closing a stake of 704 shares — an estimated $82K sold.

Danda Trouve Investment Management first reported a position in MUB in Q4 2019 and held it in 6 quarters. The position peaked at $82K in Q4 2021. 1,161 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

Danda Trouve Investment Management reported no remaining iShares National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 704 iShares National Muni Bond ETF shares in Q1 2022, an estimated $82K.
Danda Trouve Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Danda Trouve Investment Management's iShares National Muni Bond ETF position peaked at $82K in Q4 2021.
1,161 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.