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Intelligence Driven Advisers’s iShares National Muni Bond ETF MUB Stock Holding History

Intelligence Driven Advisers’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
-2,484
Closed -$288K – 97
2021
Q3 		$288K Hold
2,484
– – 0.06% 66
2021
Q2 		$291K Buy
2,484
+66
+3% +$7.71K 0.06% 78
2021
Q1 		$281K Sell
2,418
-142
-6% -$16.6K 0.06% 67
2020
Q4 		$300K Buy
+2,560
New +$297K 0.07% 80

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intelligence Driven Advisers's MUB Position: Q4 2021 in Review

Intelligence Driven Advisers sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 2,484 shares — an estimated $288K sold.

Intelligence Driven Advisers first reported a position in MUB in Q4 2020 and held it in 4 quarters. The position peaked at $300K in Q4 2020. 1,174 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Intelligence Driven Advisers reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Intelligence Driven Advisers sold 2,484 iShares National Muni Bond ETF shares in Q4 2021, an estimated $288K.
  • Intelligence Driven Advisers first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 4 quarters.
  • Intelligence Driven Advisers's iShares National Muni Bond ETF position peaked at $300K in Q4 2020.
  • 1,174 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Intelligence Driven Advisers's 13F filing for Q4 2021, filed 19 Jan 2022.