PagnatoKarp Partners’s iShares National Muni Bond ETF MUB Stock Holding History

PagnatoKarp Partners’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	-1,821	Closed	-$206K	–	95
2020 Q1	$206K	Sell	1,821 -1,350	-43%	-$154K	0.05%	155
2019 Q4	$361K	Buy	3,171 +6	+0.2%	+$683	0.06%	139
2019 Q3	$361K	Buy	3,165 +5	+0.2%	+$570	0.07%	135
2019 Q2	$357K	Buy	3,160 +6	+0.2%	+$672	0.08%	134
2019 Q1	$351K	Sell	3,154 -30,389	-91%	-$3.33M	0.08%	124
2018 Q4	$3.66M	Buy	+33,543	New	+$3.61M	0.78%	29

Other funds holding MUB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments

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

Fisher Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return