Partnervest Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Partnervest Advisory Services’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 Q3	$206K	Sell	1,775 -24	-1%	-$2.79K	0.07%	224
2020 Q2	$208K	Buy	+1,799	New	+$204K	0.08%	200
2014 Q3	–	Sell	-700	Closed	-$76K	–	560
2014 Q2	$76K	Sell	700 -3,189	-82%	-$345K	0.03%	291
2014 Q1	$417K	Sell	3,889 -10,685	-73%	-$1.13M	0.19%	80
2013 Q4	$1.51M	Buy	14,574 +13,009	+831%	+$1.36M	0.7%	22
2013 Q3	$164K	Sell	1,565 -575	-27%	-$59.4K	0.08%	138
2013 Q2	$225K	Buy	+2,140	New	+$234K	0.1%	89

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partnervest Advisory Services's MUB Position: Q3 2020 in Review

Partnervest Advisory Services reduced its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q3 2020, selling an estimated $2.79K and leaving 1,775 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #224.

Partnervest Advisory Services first reported a position in MUB in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.51M in Q4 2013. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

Partnervest Advisory Services held 1,775 shares of iShares National Muni Bond ETF worth $206K as of Q3 2020.
Partnervest Advisory Services sold 24 iShares National Muni Bond ETF shares in Q3 2020, an estimated $2.79K.
iShares National Muni Bond ETF made up 0.07% of Partnervest Advisory Services's portfolio in Q3 2020, its #224 holding.
Partnervest Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 7 quarters since.
Partnervest Advisory Services's iShares National Muni Bond ETF position peaked at $1.51M in Q4 2013.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.