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	0.77%	29

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PagnatoKarp Partners's MUB Position: Q2 2020 in Review

PagnatoKarp Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 1,821 shares — an estimated $206K sold.

PagnatoKarp Partners first reported a position in MUB in Q4 2018 and held it in 6 quarters. The position peaked at $3.66M in Q4 2018. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

PagnatoKarp Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 1,821 iShares National Muni Bond ETF shares in Q2 2020, an estimated $206K.
PagnatoKarp Partners first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 6 quarters.
PagnatoKarp Partners's iShares National Muni Bond ETF position peaked at $3.66M in Q4 2018.
842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.