Level Four Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Level Four Financial’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	$341K	Buy	2,933 +1	+0%	+$117	0.15%	179
2021 Q2	$344K	Buy	2,932 +1	+0%	+$117	0.15%	196
2021 Q1	$340K	Hold	2,931	–	–	0.16%	178
2020 Q4	$343K	Buy	+2,931	New	+$340K	0.15%	193

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Four Financial's MUB Position: Q3 2021 in Review

Level Four Financial increased its iShares National Muni Bond ETF (MUB) stake by 0.03% in Q3 2021, buying an estimated $117 and bringing the position to 2,933 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #179.

Level Four Financial first reported a position in MUB in Q4 2020 and has held it in 4 quarters since. The position peaked at $344K in Q2 2021. 1,020 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

Level Four Financial held 2,933 shares of iShares National Muni Bond ETF worth $341K as of Q3 2021.
Level Four Financial bought 1 iShares National Muni Bond ETF share in Q3 2021, an estimated $117.
iShares National Muni Bond ETF made up 0.15% of Level Four Financial's portfolio in Q3 2021, its #179 holding.
Level Four Financial first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares National Muni Bond ETF position peaked at $344K in Q2 2021.
1,020 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.