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

Guidance Point 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 Q4	–	Sell	-1,291	Closed	-$149K	–	286
2021 Q3	$149K	Buy	+1,291	New	+$151K	0.05%	98
2020 Q3	–	Sell	-3,555	Closed	-$410K	–	81
2020 Q2	$410K	Buy	3,555 +18	+0.5%	+$2.04K	0.23%	54
2020 Q1	$399K	Buy	3,537 +447	+14%	+$51K	0.26%	46
2019 Q4	$352K	Buy	+3,090	New	+$352K	0.17%	52

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

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guidance Point Advisors's MUB Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 1,291 shares — an estimated $149K sold.

Guidance Point Advisors first reported a position in MUB in Q4 2019 and held it in 4 quarters. The position peaked at $410K in Q2 2020. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Guidance Point Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 1,291 iShares National Muni Bond ETF shares in Q4 2021, an estimated $149K.
Guidance Point Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 4 quarters.
Guidance Point Advisors's iShares National Muni Bond ETF position peaked at $410K in Q2 2020.
1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.