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

Evergreen 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
2020
Q1 		– Sell
-16,729
Closed -$1.91M – 16
2019
Q4 		$1.91M Sell
16,729
-568
-3% -$64.7K 1.08% 8
2019
Q3 		$1.97M Sell
17,297
-1,647
-9% -$188K 1.21% 7
2019
Q2 		$2.14M Buy
18,944
+1,867
+11% +$209K 1.34% 7
2019
Q1 		$1.9M Buy
17,077
+498
+3% +$54.6K 1.6% 4
2018
Q4 		$1.81M Buy
+16,579
New +$1.78M 1.79% 4

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Advisors's MUB Position: Q1 2020 in Review

Evergreen Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2020, closing a stake of 16,729 shares — an estimated $1.91M sold.

Evergreen Advisors first reported a position in MUB in Q4 2018 and held it in 5 quarters. The position peaked at $2.14M in Q2 2019. 817 funds tracked by Wall St. Rank hold MUB as of Q1 2020.

  • Evergreen Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Evergreen Advisors sold 16,729 iShares National Muni Bond ETF shares in Q1 2020, an estimated $1.91M.
  • Evergreen Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 5 quarters.
  • Evergreen Advisors's iShares National Muni Bond ETF position peaked at $2.14M in Q2 2019.
  • 817 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2020.

Based on Evergreen Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.