Independence Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Independence Wealth 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
2020 Q4	$297K	Hold	2,531	–	–	0.67%	12
2020 Q3	$293K	Sell	2,531 -8,783	-78%	-$1.02M	0.76%	12
2020 Q2	$1.31M	Sell	11,314 -17,732	-61%	-$2.01M	3.14%	9
2020 Q1	$3.28M	Buy	29,046 +3,147	+12%	+$359K	3.95%	13
2019 Q4	$2.95M	Buy	25,899 +1,980	+8%	+$226K	2.87%	14
2019 Q3	$2.73M	Buy	23,919 +1,648	+7%	+$188K	2.88%	14
2019 Q2	$2.52M	Buy	22,271 +242	+1%	+$27.1K	2.48%	14
2019 Q1	$2.45M	Sell	22,029 -2,955	-12%	-$324K	2.64%	14
2018 Q4	$2.72M	Buy	24,984 +180	+0.7%	+$19.4K	3.27%	13
2018 Q3	$2.68M	Buy	24,804 +673	+3%	+$73.1K	2.71%	14
2018 Q2	$2.63M	Sell	24,131 -413	-2%	-$44.8K	2.73%	14
2018 Q1	$2.67M	Sell	24,544 -3,211	-12%	-$350K	2.47%	17
2017 Q4	$3.07M	Buy	+27,755	New	+$3.07M	2.81%	17

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independence Wealth Advisors's MUB Position: Q4 2020 in Review

Independence Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q4 2020 at 2,531 shares worth $297K. The position accounts for 0.67% of the portfolio, ranked #12.

Independence Wealth Advisors first reported a position in MUB in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.28M in Q1 2020. 993 funds tracked by Wall St. Rank hold MUB as of Q4 2020.

Independence Wealth Advisors held 2,531 shares of iShares National Muni Bond ETF worth $297K as of Q4 2020.
Independence Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q4 2020.
iShares National Muni Bond ETF made up 0.67% of Independence Wealth Advisors's portfolio in Q4 2020, its #12 holding.
Independence Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's iShares National Muni Bond ETF position peaked at $3.28M in Q1 2020.
993 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.