Stewardship Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Stewardship Financial Advisors’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	-485	Closed	-$57K	–	103
2020 Q4	$57K	Buy	+485	New	+$56.3K	0.02%	77
2020 Q1	–	Sell	-485	Closed	-$55K	–	78
2019 Q4	$55K	Buy	+485	New	+$55.2K	0.02%	71
2019 Q1	–	Sell	-1,720	Closed	-$188K	–	73
2018 Q4	$188K	Sell	1,720 -7,532	-81%	-$810K	0.1%	45
2018 Q3	$999K	Sell	9,252 -2,972	-24%	-$323K	0.47%	28
2018 Q2	$1.33M	Sell	12,224 -2,341	-16%	-$254K	0.66%	25
2018 Q1	$1.59M	Buy	14,565 +1,493	+11%	+$163K	0.79%	23
2017 Q4	$1.45M	Buy	13,072 +4,462	+52%	+$494K	0.74%	25
2017 Q3	$955K	Buy	8,610 +6,110	+244%	+$678K	0.55%	27
2017 Q2	$275K	Buy	+2,500	New	+$275K	0.17%	41

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

Stewardship Financial Advisors's MUB Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 485 shares — an estimated $57K sold.

Stewardship Financial Advisors first reported a position in MUB in Q2 2017 and held it in 9 quarters. The position peaked at $1.59M in Q1 2018. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Stewardship Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Stewardship Financial Advisors sold 485 iShares National Muni Bond ETF shares in Q1 2021, an estimated $57K.
Stewardship Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 9 quarters.
Stewardship Financial Advisors's iShares National Muni Bond ETF position peaked at $1.59M in Q1 2018.
998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.