Sonora Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Sonora Investment 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	$47K	Buy	406 +105	+35%	+$12.3K	0.01%	429
2021 Q2	$35K	Hold	301	–	–	﹤0.01%	459
2021 Q1	$35K	Buy	+301	New	+$35.1K	﹤0.01%	720
2020 Q2	–	Sell	-122	Closed	-$14K	–	1836
2020 Q1	$14K	Buy	+122	New	+$13.9K	﹤0.01%	901
2016 Q4	–	Sell	-109	Closed	-$12.3K	–	861
2016 Q3	$12.3K	Hold	109	–	–	﹤0.01%	546
2016 Q2	$12.4K	Buy	+109	New	+$12.3K	﹤0.01%	533

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's MUB Position: Q3 2021 in Review

Sonora Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 35% in Q3 2021, buying an estimated $12.3K and bringing the position to 406 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #429.

Sonora Investment Management first reported a position in MUB in Q2 2016 and has held it in 6 quarters since. 1,020 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

Sonora Investment Management held 406 shares of iShares National Muni Bond ETF worth $47K as of Q3 2021.
Sonora Investment Management bought 105 iShares National Muni Bond ETF shares in Q3 2021, an estimated $12.3K.
iShares National Muni Bond ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #429 holding.
Sonora Investment Management first reported a position in iShares National Muni Bond ETF in Q2 2016 and has held it in 6 quarters since.
1,020 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.