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

NovaPoint Capital’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
Q2 		– Sell
-2,005
Closed -$227K – 90
2020
Q1 		$227K Hold
2,005
– – 0.21% 76
2019
Q4 		$228K Buy
+2,005
New +$228K 0.18% 99

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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NovaPoint Capital's MUB Position: Q2 2020 in Review

NovaPoint Capital sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 2,005 shares — an estimated $227K sold.

NovaPoint Capital first reported a position in MUB in Q4 2019 and held it in 2 quarters. The position peaked at $228K in Q4 2019. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • NovaPoint Capital reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • NovaPoint Capital sold 2,005 iShares National Muni Bond ETF shares in Q2 2020, an estimated $227K.
  • NovaPoint Capital first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • NovaPoint Capital's iShares National Muni Bond ETF position peaked at $228K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on NovaPoint Capital's 13F filing for Q2 2020, filed 7 Aug 2020.