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L.J. Altfest & Co’s iShares National Muni Bond ETF MUB Stock Holding History

L.J. Altfest & Co’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
Q3 		– Sell
-1,892
Closed -$222K – 271
2021
Q2 		$222K Sell
1,892
-121
-6% -$14.1K 0.05% 250
2021
Q1 		$234K Buy
2,013
+232
+13% +$27.1K 0.06% 241
2020
Q4 		$209K Buy
+1,781
New +$207K 0.05% 251

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co's MUB Position: Q3 2021 in Review

L.J. Altfest & Co sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 1,892 shares — an estimated $222K sold.

L.J. Altfest & Co first reported a position in MUB in Q4 2020 and held it in 3 quarters. The position peaked at $234K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • L.J. Altfest & Co reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • L.J. Altfest & Co sold 1,892 iShares National Muni Bond ETF shares in Q3 2021, an estimated $222K.
  • L.J. Altfest & Co first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 3 quarters.
  • L.J. Altfest & Co's iShares National Muni Bond ETF position peaked at $234K in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on L.J. Altfest & Co's 13F filing for Q3 2021, filed 12 Oct 2021.