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

Principle 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
2020
Q3 		– Sell
-1,008
Closed -$116K – 329
2020
Q2 		$116K Buy
+1,008
New +$114K 0.03% 194

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Principle Wealth Partners's MUB Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 1,008 shares — an estimated $116K sold.

Principle Wealth Partners first reported a position in MUB in Q2 2020 and held it in 1 quarter. The position peaked at $116K in Q2 2020. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,008 iShares National Muni Bond ETF shares in Q3 2020, an estimated $116K.
  • Principle Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares National Muni Bond ETF position peaked at $116K in Q2 2020.
  • 874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.