tru Independence’s iShares National Muni Bond ETF MUB Stock Holding History

tru Independence’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 Q3	–	Sell	-472	Closed	-$55K	–	291
2021 Q2	$55K	Sell	472 -41,968	-99%	-$4.9M	0.02%	195
2021 Q1	$4.92M	Buy	+42,440	New	+$4.95M	0.93%	45
2020 Q4	–	Sell	-29,849	Closed	-$3.46M	–	806
2020 Q3	$3.46M	Buy	+29,849	New	+$3.47M	0.98%	45
2020 Q1	–	Sell	-1,048	Closed	-$118K	–	849
2019 Q4	$118K	Buy	+1,048	New	+$119K	0.02%	289

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

tru Independence's MUB Position: Q3 2021 in Review

tru Independence sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 472 shares — an estimated $55K sold.

tru Independence first reported a position in MUB in Q4 2019 and held it in 4 quarters. The position peaked at $4.92M in Q1 2021. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

tru Independence reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 472 iShares National Muni Bond ETF shares in Q3 2021, an estimated $55K.
tru Independence first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 4 quarters.
tru Independence's iShares National Muni Bond ETF position peaked at $4.92M in Q1 2021.
1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.