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Strategic Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Strategic Financial 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
2020
Q4 		– Sell
-2,727
Closed -$316K – 63
2020
Q3 		$316K Sell
2,727
-4,319
-61% -$502K 0.25% 49
2020
Q2 		$813K Sell
7,046
-2,921
-29% -$332K 0.67% 22
2020
Q1 		$1.13M Buy
9,967
+490
+5% +$55.9K 1.2% 17
2019
Q4 		$1.08M Buy
+9,477
New +$1.08M 0.88% 22

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Financial Partners's MUB Position: Q4 2020 in Review

Strategic Financial Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2020, closing a stake of 2,727 shares — an estimated $316K sold.

Strategic Financial Partners first reported a position in MUB in Q4 2019 and held it in 4 quarters. The position peaked at $1.13M in Q1 2020. 993 funds tracked by Wall St. Rank hold MUB as of Q4 2020.

  • Strategic Financial Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Strategic Financial Partners sold 2,727 iShares National Muni Bond ETF shares in Q4 2020, an estimated $316K.
  • Strategic Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 4 quarters.
  • Strategic Financial Partners's iShares National Muni Bond ETF position peaked at $1.13M in Q1 2020.
  • 993 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2020.

Based on Strategic Financial Partners's 13F filing for Q4 2020, filed 9 Jul 2024.