Summit X LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Summit X LLC’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	-120	Closed	-$232	–	365
2020 Q3	$232	Buy	+120	New	+$13.9K	﹤0.01%	401

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Summit X LLC's MUB Position: Q4 2020 in Review

Summit X LLC sold out of iShares National Muni Bond ETF (MUB) in Q4 2020, closing a stake of 120 shares — an estimated $232 sold.

Summit X LLC first reported a position in MUB in Q3 2020 and held it in 1 quarter. The position peaked at $232 in Q3 2020. 993 funds tracked by Wall St. Rank hold MUB as of Q4 2020.

Summit X LLC reported no remaining iShares National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 120 iShares National Muni Bond ETF shares in Q4 2020, an estimated $232.
Summit X LLC first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 1 quarter.
Summit X LLC's iShares National Muni Bond ETF position peaked at $232 in Q3 2020.
993 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.