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

Personal Wealth Partners’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 Q3	–	Sell	-20	Closed	-$2K	–	278
2021 Q2	$2K	Buy	+20	New	+$2.34K	﹤0.01%	386
2020 Q1	–	Sell	-20	Closed	-$2K	–	403
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	359
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	365
2019 Q2	$2K	Buy	+20	New	+$2.24K	﹤0.01%	281

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Personal Wealth Partners's MUB Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 20 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in MUB in Q2 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

Personal Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 20 iShares National Muni Bond ETF shares in Q3 2021, an estimated $2K.
Personal Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's iShares National Muni Bond ETF position peaked at $2K in Q2 2021.
1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.