Red Door Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Red Door Wealth 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 Q3	–	Sell	-1,024	Closed	-$120K	–	441
2021 Q2	$120K	Buy	+1,024	New	+$120K	0.05%	190
2020 Q3	–	Sell	-942	Closed	-$108K	–	294
2020 Q2	$108K	Buy	942 +5	+0.5%	+$568	0.08%	130
2020 Q1	$105K	Buy	+937	New	+$107K	0.1%	117

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

Red Door Wealth Management's MUB Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 1,024 shares — an estimated $120K sold.

Red Door Wealth Management first reported a position in MUB in Q1 2020 and held it in 3 quarters. The position peaked at $120K in Q2 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

Red Door Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 1,024 iShares National Muni Bond ETF shares in Q3 2021, an estimated $120K.
Red Door Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's iShares National Muni Bond ETF position peaked at $120K in Q2 2021.
1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.