Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares National Muni Bond ETF MUB Stock Holding History

Sumitomo Mitsui Trust Group’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
-75,629
Closed -$8.86M – 1165
2020
Q4 		$8.86M Buy
75,629
+266
+0.4% +$30.9K 0.01% 790
2020
Q3 		$8.74M Buy
75,363
+2,769
+4% +$322K 0.01% 771
2020
Q2 		$8.36M Sell
72,594
-761
-1% -$86.4K 0.01% 766
2020
Q1 		$8.27M Buy
+73,355
New +$8.37M 0.01% 734

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Sumitomo Mitsui Trust Group's MUB Position: Q1 2021 in Review

Sumitomo Mitsui Trust Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 75,629 shares — an estimated $8.86M sold.

Sumitomo Mitsui Trust Group first reported a position in MUB in Q1 2020 and held it in 4 quarters. The position peaked at $8.86M in Q4 2020. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

  • Sumitomo Mitsui Trust Group reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 75,629 iShares National Muni Bond ETF shares in Q1 2021, an estimated $8.86M.
  • Sumitomo Mitsui Trust Group first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 4 quarters.
  • Sumitomo Mitsui Trust Group's iShares National Muni Bond ETF position peaked at $8.86M in Q4 2020.
  • 998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2021, filed 30 Apr 2021.