Shine Investment Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Shine Investment Advisory Services’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	-443	Closed	-$51K	–	750
2020 Q2	$51K	Hold	443	–	–	0.02%	285
2020 Q1	$50K	Hold	443	–	–	0.02%	267
2019 Q4	$50K	Hold	443	–	–	0.02%	322
2019 Q3	$51K	Buy	+443	New	+$50.5K	0.02%	302

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Shine Investment Advisory Services's MUB Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 443 shares — an estimated $51K sold.

Shine Investment Advisory Services first reported a position in MUB in Q3 2019 and held it in 4 quarters. The position peaked at $51K in Q2 2020. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 443 iShares National Muni Bond ETF shares in Q3 2020, an estimated $51K.
Shine Investment Advisory Services first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 4 quarters.
Shine Investment Advisory Services's iShares National Muni Bond ETF position peaked at $51K in Q2 2020.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.