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Tatro Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Tatro Capital’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
Q4 		– Sell
-3,950
Closed -$459K – 97
2021
Q3 		$459K Buy
3,950
+115
+3% +$13.5K 0.36% 46
2021
Q2 		$449K Buy
3,835
+1,701
+80% +$199K 0.31% 59
2021
Q1 		$248K Buy
+2,134
New +$249K 0.19% 82

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tatro Capital's MUB Position: Q4 2021 in Review

Tatro Capital sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 3,950 shares — an estimated $459K sold.

Tatro Capital first reported a position in MUB in Q1 2021 and held it in 3 quarters. The position peaked at $459K in Q3 2021. 1,176 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Tatro Capital reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Tatro Capital sold 3,950 iShares National Muni Bond ETF shares in Q4 2021, an estimated $459K.
  • Tatro Capital first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 3 quarters.
  • Tatro Capital's iShares National Muni Bond ETF position peaked at $459K in Q3 2021.
  • 1,176 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Tatro Capital's 13F filing for Q4 2021, filed 24 Jan 2022.