TIAM2
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Tru Independence Asset Management 2’s VanEck Long Muni ETF MLN Stock Holding History

Tru Independence Asset Management 2’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,156
Closed -$25K – 291
2020
Q4 		$25K Buy
+1,156
New +$24.8K 0.02% 237

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tru Independence Asset Management 2's MLN Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of VanEck Long Muni ETF (MLN) in Q1 2021, closing a stake of 1,156 shares — an estimated $25K sold.

Tru Independence Asset Management 2 first reported a position in MLN in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 61 funds tracked by Wall St. Rank hold MLN as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining VanEck Long Muni ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,156 VanEck Long Muni ETF shares in Q1 2021, an estimated $25K.
  • Tru Independence Asset Management 2 first reported a position in VanEck Long Muni ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's VanEck Long Muni ETF position peaked at $25K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.