Mackay Shields LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Mackay Shields LLC’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	-5,767	Closed	-$666K	–	1508
2020 Q2	$666K	Buy	5,767 +20	+0.3%	+$2.27K	0.01%	1132
2020 Q1	$649K	Buy	+5,747	New	+$656K	0.01%	1075
2019 Q4	–	Sell	-25,072	Closed	-$2.86M	–	1421
2019 Q3	$2.86M	Buy	+25,072	New	+$2.86M	0.02%	751

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

Mackay Shields LLC's MUB Position: Q3 2020 in Review

Mackay Shields LLC sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 5,767 shares — an estimated $666K sold.

Mackay Shields LLC first reported a position in MUB in Q3 2019 and held it in 3 quarters. The position peaked at $2.86M in Q3 2019. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

Mackay Shields LLC reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Mackay Shields LLC sold 5,767 iShares National Muni Bond ETF shares in Q3 2020, an estimated $666K.
Mackay Shields LLC first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 3 quarters.
Mackay Shields LLC's iShares National Muni Bond ETF position peaked at $2.86M in Q3 2019.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Mackay Shields LLC's 13F filing for Q3 2020, filed 4 Nov 2020.