Elm Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Elm Advisors’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	-310	Closed	-$36K	–	198
2020 Q4	$36K	Buy	+310	New	+$36K	0.02%	179

Other funds holding MUB

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Elm Advisors's MUB Position: Q1 2021 in Review

Elm Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 310 shares — an estimated $36K sold.

Elm Advisors first reported a position in MUB in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Elm Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 310 iShares National Muni Bond ETF shares in Q1 2021, an estimated $36K.
Elm Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 1 quarter.
Elm Advisors's iShares National Muni Bond ETF position peaked at $36K in Q4 2020.
998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.