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Fiduciary Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Fiduciary Planning’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
-12,893
Closed -$1.49M – 62
2019
Q4 		$1.49M Buy
+12,893
New +$1.47M 1.37% 12

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

Fiduciary Planning's MUB Position: Q1 2020 in Review

Fiduciary Planning sold out of iShares National Muni Bond ETF (MUB) in Q1 2020, closing a stake of 12,893 shares — an estimated $1.49M sold.

Fiduciary Planning first reported a position in MUB in Q4 2019 and held it in 1 quarter. The position peaked at $1.49M in Q4 2019. 817 funds tracked by Wall St. Rank hold MUB as of Q1 2020.

  • Fiduciary Planning reported no remaining iShares National Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 12,893 iShares National Muni Bond ETF shares in Q1 2020, an estimated $1.49M.
  • Fiduciary Planning first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's iShares National Muni Bond ETF position peaked at $1.49M in Q4 2019.
  • 817 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.