Requisite Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Requisite Capital 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 Q1	–	Sell	-7,333	Closed	-$859K	–	88
2020 Q4	$859K	Sell	7,333 -19,350	-73%	-$2.25M	0.27%	27
2020 Q3	$3.09M	Sell	26,683 -51,153	-66%	-$5.94M	1.08%	16
2020 Q2	$8.98M	Sell	77,836 -18,378	-19%	-$2.09M	3.45%	11
2020 Q1	$10.9M	Buy	+96,214	New	+$11M	4.7%	8

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Requisite Capital Management's MUB Position: Q1 2021 in Review

Requisite Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 7,333 shares — an estimated $859K sold.

Requisite Capital Management first reported a position in MUB in Q1 2020 and held it in 4 quarters. The position peaked at $10.9M in Q1 2020. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Requisite Capital Management reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Requisite Capital Management sold 7,333 iShares National Muni Bond ETF shares in Q1 2021, an estimated $859K.
Requisite Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 4 quarters.
Requisite Capital Management's iShares National Muni Bond ETF position peaked at $10.9M in Q1 2020.
998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Requisite Capital Management's 13F filing for Q1 2021, filed 17 May 2021.