D'Orazio & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

D'Orazio & Associates’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 Q1	–	Sell	-87	Closed	-$10K	–	407
2020 Q4	$10K	Buy	+87	New	+$10.1K	﹤0.01%	270
2017 Q2	–	Sell	-77	Closed	-$8K	–	339
2017 Q1	$8K	Hold	77	–	–	﹤0.01%	232
2016 Q4	$8K	Hold	77	–	–	﹤0.01%	214
2016 Q3	$8K	Hold	77	–	–	﹤0.01%	211
2016 Q2	$9K	Hold	77	–	–	﹤0.01%	215
2016 Q1	$8K	Buy	+77	New	+$8.57K	﹤0.01%	229

Other funds holding MUB

Bank of America

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments

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

Fisher Asset Management

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return