Hoover Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Hoover Financial 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 Q2	$32K	Buy	275 +146	+113%	+$17.1K	0.01%	339
2021 Q1	$15K	Hold	129	–	–	﹤0.01%	387
2020 Q4	$15K	Hold	129	–	–	﹤0.01%	369
2020 Q3	$15K	Hold	129	–	–	﹤0.01%	157
2020 Q2	$15K	Buy	+129	New	+$14.6K	0.01%	305

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hoover Financial Advisors's MUB Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 113% in Q2 2021, buying an estimated $17.1K and bringing the position to 275 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #339.

Hoover Financial Advisors first reported a position in MUB in Q2 2020 and has held it in 5 quarters since. 1,020 funds tracked by Wall St. Rank hold MUB as of Q2 2021.

Hoover Financial Advisors held 275 shares of iShares National Muni Bond ETF worth $32K as of Q2 2021.
Hoover Financial Advisors bought 146 iShares National Muni Bond ETF shares in Q2 2021, an estimated $17.1K.
iShares National Muni Bond ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #339 holding.
Hoover Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 5 quarters since.
1,020 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.