Hayden Royal’s iShares National Muni Bond ETF MUB Stock Holding History

Hayden Royal’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 Q1	–	Sell	-2,409	Closed	-$282K	–	220
2020 Q4	$282K	Sell	2,409 -3,082	-56%	-$358K	0.15%	155
2020 Q3	$636K	Buy	5,491 +65	+1%	+$7.55K	0.34%	74
2020 Q2	$626K	Sell	5,426 -4,973	-48%	-$565K	0.35%	65
2020 Q1	$1.18M	Buy	10,399 +6,817	+190%	+$778K	0.69%	32
2019 Q4	$415K	Buy	3,582 +1,055	+42%	+$120K	0.21%	115
2019 Q3	$288K	Buy	2,527 +71	+3%	+$8.1K	0.25%	128
2019 Q2	$278K	Buy	2,456 +37	+2%	+$4.14K	0.3%	106
2019 Q1	$269K	Buy	+2,419	New	+$265K	0.35%	91

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hayden Royal's MUB Position: Q1 2021 in Review

Hayden Royal sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 2,409 shares — an estimated $282K sold.

Hayden Royal first reported a position in MUB in Q1 2019 and held it in 8 quarters. The position peaked at $1.18M in Q1 2020. 1,000 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Hayden Royal reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Hayden Royal sold 2,409 iShares National Muni Bond ETF shares in Q1 2021, an estimated $282K.
Hayden Royal first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 8 quarters.
Hayden Royal's iShares National Muni Bond ETF position peaked at $1.18M in Q1 2020.
1,000 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Hayden Royal's 13F filing for Q1 2021, filed 14 May 2021.