Kore Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-128	Closed	-$14K	–	788
2020 Q2	$14K	Hold	128	–	–	﹤0.01%	725
2020 Q1	$14K	Hold	128	–	–	﹤0.01%	643
2019 Q4	$15K	Buy	+128	New	+$14.6K	﹤0.01%	683
2019 Q2	–	Sell	-128	Closed	-$14K	–	591
2019 Q1	$14K	Sell	128 -212	-62%	-$23.2K	﹤0.01%	558
2018 Q4	$37K	Buy	+340	New	+$36.6K	0.01%	416

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kore Private Wealth's MUB Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 128 shares — an estimated $14K sold.

Kore Private Wealth first reported a position in MUB in Q4 2018 and held it in 5 quarters. The position peaked at $37K in Q4 2018. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

Kore Private Wealth reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 128 iShares National Muni Bond ETF shares in Q3 2020, an estimated $14K.
Kore Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares National Muni Bond ETF position peaked at $37K in Q4 2018.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.