Harbor Advisory Corp’s iShares National Muni Bond ETF MUB Stock Holding History

Harbor Advisory Corp’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	-10,902	Closed	-$1.27M	–	82
2021 Q3	$1.27M	Buy	10,902 +1	+0%	+$117	0.55%	46
2021 Q2	$1.28M	Hold	10,901	–	–	0.58%	46
2021 Q1	$1.26M	Buy	+10,901	New	+$1.27M	0.5%	57

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

Harbor Advisory Corp's MUB Position: Q4 2021 in Review

Harbor Advisory Corp sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 10,902 shares — an estimated $1.27M sold.

Harbor Advisory Corp first reported a position in MUB in Q1 2021 and held it in 3 quarters. The position peaked at $1.28M in Q2 2021. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Harbor Advisory Corp reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Harbor Advisory Corp sold 10,902 iShares National Muni Bond ETF shares in Q4 2021, an estimated $1.27M.
Harbor Advisory Corp first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 3 quarters.
Harbor Advisory Corp's iShares National Muni Bond ETF position peaked at $1.28M in Q2 2021.
1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Harbor Advisory Corp's 13F filing for Q4 2021, filed 7 Feb 2022.