Paradigm Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Paradigm Financial 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
2021 Q4	$997K	Sell	8,575 -417	-5%	-$48.4K	0.22%	78
2021 Q3	$1.04M	Sell	8,992 -2,154	-19%	-$253K	0.24%	81
2021 Q2	$1.31M	Sell	11,146 -87	-0.8%	-$10.2K	0.29%	68
2021 Q1	$1.3M	Buy	11,233 +5,626	+100%	+$656K	0.32%	67
2020 Q4	$657K	Buy	5,607 +2,612	+87%	+$303K	0.18%	86
2020 Q3	$347K	Buy	+2,995	New	+$348K	0.1%	94
2020 Q1	–	Sell	-3,363	Closed	-$383K	–	134
2019 Q4	$383K	Buy	3,363 +677	+25%	+$77.1K	0.13%	94
2019 Q3	$306K	Sell	2,686 -1,190	-31%	-$136K	0.12%	95
2019 Q2	$438K	Buy	+3,876	New	+$434K	0.16%	83

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

BlackRock New York $5.72T AUM 30.48% 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

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

Paradigm Financial Advisors's MUB Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 4.6% in Q4 2021, selling an estimated $48.4K and leaving 8,575 shares worth $997K. The position accounts for 0.22% of the portfolio, ranked #78.

Paradigm Financial Advisors first reported a position in MUB in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.31M in Q2 2021. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Paradigm Financial Advisors held 8,575 shares of iShares National Muni Bond ETF worth $997K as of Q4 2021.
Paradigm Financial Advisors sold 417 iShares National Muni Bond ETF shares in Q4 2021, an estimated $48.4K.
iShares National Muni Bond ETF made up 0.22% of Paradigm Financial Advisors's portfolio in Q4 2021, its #78 holding.
Paradigm Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 9 quarters since.
Paradigm Financial Advisors's iShares National Muni Bond ETF position peaked at $1.31M in Q2 2021.
1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.