Interchange Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Interchange Capital Partners’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	-4,703	Closed	-$546K	–	175
2021 Q3	$546K	Sell	4,703 -9,695	-67%	-$1.14M	0.91%	37
2021 Q2	$1.69M	Buy	+14,398	New	+$1.68M	2.61%	5
2021 Q1	–	Sell	-278	Closed	-$32K	–	783
2020 Q4	$32K	Buy	+278	New	+$32.3K	0.02%	502

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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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Interchange Capital Partners's MUB Position: Q4 2021 in Review

Interchange Capital Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 4,703 shares — an estimated $546K sold.

Interchange Capital Partners first reported a position in MUB in Q4 2020 and held it in 3 quarters. The position peaked at $1.69M in Q2 2021. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Interchange Capital Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Interchange Capital Partners sold 4,703 iShares National Muni Bond ETF shares in Q4 2021, an estimated $546K.
Interchange Capital Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 3 quarters.
Interchange Capital Partners's iShares National Muni Bond ETF position peaked at $1.69M in Q2 2021.
1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Interchange Capital Partners's 13F filing for Q4 2021, filed 4 Feb 2022.