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Riverpoint Wealth Management Holdings’s iShares National Muni Bond ETF MUB Stock Holding History

Riverpoint Wealth Management Holdings’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
Q4 		– Sell
-2,721
Closed -$316K – 56
2021
Q3 		$316K Sell
2,721
-8,741
-76% -$1.02M 0.11% 49
2021
Q2 		$1.34M Buy
11,462
+4,565
+66% +$533K 0.37% 35
2021
Q1 		$800K Buy
6,897
+1,364
+25% +$159K 0.24% 40
2020
Q4 		$648K Sell
5,533
-97
-2% -$11.3K 0.2% 44
2020
Q3 		$653K Buy
5,630
+62
+1% +$7.2K 0.24% 41
2020
Q2 		$643K Buy
5,568
+682
+14% +$77.4K 0.25% 41
2020
Q1 		$552K Buy
4,886
+375
+8% +$42.8K 0.27% 40
2019
Q4 		$514K Buy
4,511
+161
+4% +$18.3K 0.2% 42
2019
Q3 		$496K Buy
4,350
+898
+26% +$102K 0.22% 36
2019
Q2 		$390K Buy
3,452
+641
+23% +$71.8K 0.18% 44
2019
Q1 		$313K Buy
2,811
+12
+0.4% +$1.32K 0.15% 48
2018
Q4 		$305K Buy
2,799
+24
+0.9% +$2.58K 0.17% 47
2018
Q3 		$299K Buy
+2,775
New +$302K 0.15% 50

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverpoint Wealth Management Holdings's MUB Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 2,721 shares — an estimated $316K sold.

Riverpoint Wealth Management Holdings first reported a position in MUB in Q3 2018 and held it in 13 quarters. The position peaked at $1.34M in Q2 2021. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Riverpoint Wealth Management Holdings reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 2,721 iShares National Muni Bond ETF shares in Q4 2021, an estimated $316K.
  • Riverpoint Wealth Management Holdings first reported a position in iShares National Muni Bond ETF in Q3 2018 and held it in 13 quarters.
  • Riverpoint Wealth Management Holdings's iShares National Muni Bond ETF position peaked at $1.34M in Q2 2021.
  • 1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.