MFA Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

MFA Wealth 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
2020 Q3	–	Sell	-446	Closed	-$51.5K	–	144
2020 Q2	$51.5K	Buy	+446	New	+$50.6K	0.03%	71
2019 Q1	–	Sell	-2,873	Closed	-$314K	–	57
2018 Q4	$314K	Hold	2,873	–	–	0.31%	31
2018 Q3	$307K	Hold	2,873	–	–	0.23%	40
2018 Q2	$313K	Sell	2,873 -179	-6%	-$19.4K	0.21%	48
2018 Q1	$328K	Sell	3,052 -770	-20%	-$84K	0.25%	42
2017 Q4	$418K	Buy	+3,822	New	+$423K	0.28%	47

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

MFA Wealth Advisors's MUB Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 446 shares — an estimated $51.5K sold.

MFA Wealth Advisors first reported a position in MUB in Q4 2017 and held it in 6 quarters. The position peaked at $418K in Q4 2017. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

MFA Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 446 iShares National Muni Bond ETF shares in Q3 2020, an estimated $51.5K.
MFA Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 6 quarters.
MFA Wealth Advisors's iShares National Muni Bond ETF position peaked at $418K in Q4 2017.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.