Peak Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Peak Asset Management’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 Q1	–	Sell	-2,728	Closed	-$320K	–	156
2020 Q4	$320K	Buy	2,728 +650	+31%	+$75.5K	0.08%	110
2020 Q3	$241K	Sell	2,078 -137	-6%	-$15.9K	0.07%	119
2020 Q2	$256K	Buy	+2,215	New	+$251K	0.08%	106
2019 Q3	–	Sell	-2,077	Closed	-$235K	–	128
2019 Q2	$235K	Hold	2,077	–	–	0.08%	116
2019 Q1	$231K	Hold	2,077	–	–	0.08%	118
2018 Q4	$226K	Hold	2,077	–	–	0.08%	113
2018 Q3	$224K	Hold	2,077	–	–	0.08%	119
2018 Q2	$226K	Hold	2,077	–	–	0.08%	119
2018 Q1	$226K	Sell	2,077 -76	-4%	-$8.29K	0.08%	115
2017 Q4	$238K	Hold	2,153	–	–	0.09%	113
2017 Q3	$239K	Sell	2,153 -1,150	-35%	-$128K	0.09%	127
2017 Q2	$364K	Sell	3,303 -26	-0.8%	-$2.86K	0.14%	103
2017 Q1	$363K	Buy	3,329 +76	+2%	+$8.24K	0.14%	105
2016 Q4	$352K	Buy	+3,253	New	+$356K	0.14%	106

Other funds holding MUB

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Peak Asset Management's MUB Position: Q1 2021 in Review

Peak Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 2,728 shares — an estimated $320K sold.

Peak Asset Management first reported a position in MUB in Q4 2016 and held it in 14 quarters. The position peaked at $364K in Q2 2017. 999 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Peak Asset Management reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Peak Asset Management sold 2,728 iShares National Muni Bond ETF shares in Q1 2021, an estimated $320K.
Peak Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 14 quarters.
Peak Asset Management's iShares National Muni Bond ETF position peaked at $364K in Q2 2017.
999 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Peak Asset Management's 13F filing for Q1 2021, filed 13 May 2021.