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Mattern Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Mattern Capital 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
2021
Q3 		– Sell
-1,725
Closed -$202K – 115
2021
Q2 		$202K Buy
+1,725
New +$202K 0.04% 115

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Creative Planning
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PNC Financial Services Group
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SEI Investments
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JP Morgan Chase
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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Mattern Capital Management's MUB Position: Q3 2021 in Review

Mattern Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 1,725 shares — an estimated $202K sold.

Mattern Capital Management first reported a position in MUB in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • Mattern Capital Management reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Mattern Capital Management sold 1,725 iShares National Muni Bond ETF shares in Q3 2021, an estimated $202K.
  • Mattern Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2021 and held it in 1 quarter.
  • Mattern Capital Management's iShares National Muni Bond ETF position peaked at $202K in Q2 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Mattern Capital Management's 13F filing for Q3 2021, filed 1 Nov 2021.