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ShoreHaven Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

ShoreHaven Wealth Partners’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
-4,193
Closed -$491K – 54
2021
Q2 		$491K Sell
4,193
-12,150
-74% -$1.42M 0.26% 35
2021
Q1 		$1.9M Buy
16,343
+758
+5% +$88.4K 1.03% 25
2020
Q4 		$1.83M Buy
+15,585
New +$1.81M 1.02% 26

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's MUB Position: Q3 2021 in Review

ShoreHaven Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 4,193 shares — an estimated $491K sold.

ShoreHaven Wealth Partners first reported a position in MUB in Q4 2020 and held it in 3 quarters. The position peaked at $1.9M in Q1 2021. 1,020 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 4,193 iShares National Muni Bond ETF shares in Q3 2021, an estimated $491K.
  • ShoreHaven Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 3 quarters.
  • ShoreHaven Wealth Partners's iShares National Muni Bond ETF position peaked at $1.9M in Q1 2021.
  • 1,020 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2021, filed 28 Oct 2021.