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

Genesee Capital 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
Q3 		– Sell
-11,549
Closed -$1.35M – 132
2021
Q2 		$1.35M Buy
+11,549
New +$1.35M 0.18% 29
2019
Q2 		– Sell
-1,323
Closed -$147K – 90
2019
Q1 		$147K Buy
+1,323
New +$145K 0.18% 61

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genesee Capital Advisors's MUB Position: Q3 2021 in Review

Genesee Capital Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 11,549 shares — an estimated $1.35M sold.

Genesee Capital Advisors first reported a position in MUB in Q1 2019 and held it in 2 quarters. The position peaked at $1.35M in Q2 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • Genesee Capital Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Genesee Capital Advisors sold 11,549 iShares National Muni Bond ETF shares in Q3 2021, an estimated $1.35M.
  • Genesee Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 2 quarters.
  • Genesee Capital Advisors's iShares National Muni Bond ETF position peaked at $1.35M in Q2 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Genesee Capital Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.