Private Vista’s iShares National Muni Bond ETF MUB Stock Holding History

Private Vista’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 Q2	$248K	Sell	2,153 -180	-8%	-$20.4K	0.12%	94
2020 Q1	$264K	Sell	2,333 -201	-8%	-$22.9K	0.1%	114
2019 Q4	$289K	Hold	2,534	–	–	0.08%	110
2019 Q3	$289K	Sell	2,534 -968	-28%	-$110K	0.08%	112
2019 Q2	$396K	Sell	3,502 -144	-4%	-$16.1K	0.1%	102
2019 Q1	$405K	Sell	3,646 -4,279	-54%	-$469K	0.1%	99
2018 Q4	$864K	Buy	+7,925	New	+$853K	0.2%	59

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Private Vista's MUB Position: Q2 2020 in Review

Private Vista reduced its iShares National Muni Bond ETF (MUB) stake by 7.7% in Q2 2020, selling an estimated $20.4K and leaving 2,153 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #94.

Private Vista first reported a position in MUB in Q4 2018 and has held it in 7 quarters since. The position peaked at $864K in Q4 2018. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

Private Vista held 2,153 shares of iShares National Muni Bond ETF worth $248K as of Q2 2020.
Private Vista sold 180 iShares National Muni Bond ETF shares in Q2 2020, an estimated $20.4K.
iShares National Muni Bond ETF made up 0.12% of Private Vista's portfolio in Q2 2020, its #94 holding.
Private Vista first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 7 quarters since.
Private Vista's iShares National Muni Bond ETF position peaked at $864K in Q4 2018.
842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.