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

Integer Wealth Advisors Group’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	$329K	Buy	2,828 +853	+43%	+$99.5K	0.18%	64
2020 Q4	$231K	Buy	+1,975	New	+$229K	0.15%	71

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

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

Integer Wealth Advisors Group's MUB Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares National Muni Bond ETF (MUB) stake by 43% in Q1 2021, buying an estimated $99.5K and bringing the position to 2,828 shares worth $329K. The position accounts for 0.18% of the portfolio, ranked #64.

Integer Wealth Advisors Group first reported a position in MUB in Q4 2020 and has held it in 2 quarters since. 999 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Integer Wealth Advisors Group held 2,828 shares of iShares National Muni Bond ETF worth $329K as of Q1 2021.
Integer Wealth Advisors Group bought 853 iShares National Muni Bond ETF shares in Q1 2021, an estimated $99.5K.
iShares National Muni Bond ETF made up 0.18% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #64 holding.
Integer Wealth Advisors Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 2 quarters since.
999 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.