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Leicht Financial Planning & Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Leicht Financial Planning & Wealth Management’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
Q2 		– Sell
-2,105
Closed -$238K – 36
2020
Q1 		$238K Buy
+2,105
New +$240K 0.23% 51

Other funds holding MUB

Bank of America
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's MUB Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 2,105 shares — an estimated $238K sold.

Leicht Financial Planning & Wealth Management first reported a position in MUB in Q1 2020 and held it in 1 quarter. The position peaked at $238K in Q1 2020. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 2,105 iShares National Muni Bond ETF shares in Q2 2020, an estimated $238K.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's iShares National Muni Bond ETF position peaked at $238K in Q1 2020.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.