PA
MUB icon

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

Parkside 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
2020
Q4 		– Sell
-2,247
Closed -$260K – 71
2020
Q3 		$260K Buy
+2,247
New +$261K 0.11% 56

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parkside Advisors's MUB Position: Q4 2020 in Review

Parkside Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2020, closing a stake of 2,247 shares — an estimated $260K sold.

Parkside Advisors first reported a position in MUB in Q3 2020 and held it in 1 quarter. The position peaked at $260K in Q3 2020. 993 funds tracked by Wall St. Rank hold MUB as of Q4 2020.

  • Parkside Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Parkside Advisors sold 2,247 iShares National Muni Bond ETF shares in Q4 2020, an estimated $260K.
  • Parkside Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 1 quarter.
  • Parkside Advisors's iShares National Muni Bond ETF position peaked at $260K in Q3 2020.
  • 993 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2020.

Based on Parkside Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.