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Lighthouse Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$579K Buy
4,992
+2,195
+78% +$256K 0.18% 77
2020
Q4 		$327K Sell
2,797
-24
-0.9% -$2.79K 0.11% 88
2020
Q3 		$327K Sell
2,821
-42
-1% -$4.88K 0.12% 82
2020
Q2 		$330K Buy
+2,863
New +$325K 0.14% 77

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lighthouse Financial Advisors's MUB Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 78% in Q1 2021, buying an estimated $256K and bringing the position to 4,992 shares worth $579K. The position accounts for 0.18% of the portfolio, ranked #77.

Lighthouse Financial Advisors first reported a position in MUB in Q2 2020 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

  • Lighthouse Financial Advisors held 4,992 shares of iShares National Muni Bond ETF worth $579K as of Q1 2021.
  • Lighthouse Financial Advisors bought 2,195 iShares National Muni Bond ETF shares in Q1 2021, an estimated $256K.
  • iShares National Muni Bond ETF made up 0.18% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #77 holding.
  • Lighthouse Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • 998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.