Mid Atlantic Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

Mid Atlantic Financial 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	$1.83M	Sell	15,760 -1,117	-7%	-$131K	0.12%	151
2021 Q2	$1.98M	Buy	16,877 +324	+2%	+$37.9K	0.13%	148
2021 Q1	$1.92M	Sell	16,553 -1,296	-7%	-$151K	0.14%	139
2020 Q4	$2.09M	Buy	17,849 +3,939	+28%	+$458K	0.16%	132
2020 Q3	$1.61M	Buy	13,910 +526	+4%	+$61.1K	0.14%	136
2020 Q2	$1.54M	Buy	13,384 +1,283	+11%	+$146K	0.15%	130
2020 Q1	$1.37M	Buy	12,101 +3,068	+34%	+$350K	0.16%	120
2019 Q4	$1.03M	Buy	9,033 +4,215	+87%	+$480K	0.1%	210
2019 Q3	$550K	Sell	4,818 -886	-16%	-$101K	0.06%	324
2019 Q2	$645K	Sell	5,704 -4,467	-44%	-$500K	0.07%	304
2019 Q1	$1.13M	Sell	10,171 -5,458	-35%	-$599K	0.12%	160
2018 Q4	$1.7M	Buy	+15,629	New	+$1.68M	0.21%	111

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid Atlantic Financial Management's MUB Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares National Muni Bond ETF (MUB) stake by 6.6% in Q3 2021, selling an estimated $131K and leaving 15,760 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #151.

Mid Atlantic Financial Management first reported a position in MUB in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.09M in Q4 2020. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

Mid Atlantic Financial Management held 15,760 shares of iShares National Muni Bond ETF worth $1.83M as of Q3 2021.
Mid Atlantic Financial Management sold 1,117 iShares National Muni Bond ETF shares in Q3 2021, an estimated $131K.
iShares National Muni Bond ETF made up 0.12% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #151 holding.
Mid Atlantic Financial Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares National Muni Bond ETF position peaked at $2.09M in Q4 2020.
1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.