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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 $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D'Orazio & Associates's MUB Position: Q1 2021 in Review

D'Orazio & Associates sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 87 shares — an estimated $10K sold.

D'Orazio & Associates first reported a position in MUB in Q1 2016 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 1,000 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

  • D'Orazio & Associates reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 87 iShares National Muni Bond ETF shares in Q1 2021, an estimated $10K.
  • D'Orazio & Associates first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 6 quarters.
  • D'Orazio & Associates's iShares National Muni Bond ETF position peaked at $10K in Q4 2020.
  • 1,000 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on D'Orazio & Associates's 13F filing for Q1 2021, filed 5 May 2021.