Peninsula Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Peninsula Wealth’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	–	Sell	-4,781	Closed	-$552K	–	54
2020 Q2	$552K	Buy	4,781 +27	+0.6%	+$3.06K	0.26%	23
2020 Q1	$537K	Buy	4,754 +19	+0.4%	+$2.17K	0.3%	23
2019 Q4	$539K	Buy	4,735 +36	+0.8%	+$4.1K	0.25%	18
2019 Q3	$536K	Buy	4,699 +28	+0.6%	+$3.19K	0.27%	17
2019 Q2	$528K	Buy	4,671 +30	+0.6%	+$3.36K	0.27%	15
2019 Q1	$516K	Buy	4,641 +20	+0.4%	+$2.19K	0.29%	16
2018 Q4	$504K	Buy	4,621 +40	+0.9%	+$4.3K	0.31%	17
2018 Q3	$494K	Buy	4,581 +29	+0.6%	+$3.15K	0.27%	15
2018 Q2	$496K	Buy	4,552 +26	+0.6%	+$2.82K	0.29%	16
2018 Q1	$493K	Buy	+4,526	New	+$494K	0.29%	15

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

Peninsula Wealth's MUB Position: Q3 2020 in Review

Peninsula Wealth sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 4,781 shares — an estimated $552K sold.

Peninsula Wealth first reported a position in MUB in Q1 2018 and held it in 10 quarters. The position peaked at $552K in Q2 2020. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

Peninsula Wealth reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Peninsula Wealth sold 4,781 iShares National Muni Bond ETF shares in Q3 2020, an estimated $552K.
Peninsula Wealth first reported a position in iShares National Muni Bond ETF in Q1 2018 and held it in 10 quarters.
Peninsula Wealth's iShares National Muni Bond ETF position peaked at $552K in Q2 2020.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Peninsula Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.