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Epstein & White Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Epstein & White Financial’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
Q2 		$314K Buy
2,677
+482
+22% +$56.3K 0.08% 63
2021
Q1 		$255K Buy
+2,195
New +$256K 0.07% 69
2020
Q3 		– Sell
-1,827
Closed -$211K – 81
2020
Q2 		$211K Sell
1,827
-313
-15% -$35.5K 0.08% 69
2020
Q1 		$242K Buy
+2,140
New +$244K 0.1% 60

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Epstein & White Financial's MUB Position: Q2 2021 in Review

Epstein & White Financial increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q2 2021, buying an estimated $56.3K and bringing the position to 2,677 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #63.

Epstein & White Financial first reported a position in MUB in Q1 2020 and has held it in 4 quarters since. 1,021 funds tracked by Wall St. Rank hold MUB as of Q2 2021.

  • Epstein & White Financial held 2,677 shares of iShares National Muni Bond ETF worth $314K as of Q2 2021.
  • Epstein & White Financial bought 482 iShares National Muni Bond ETF shares in Q2 2021, an estimated $56.3K.
  • iShares National Muni Bond ETF made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #63 holding.
  • Epstein & White Financial first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.