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TRUADVICE’s iShares National Muni Bond ETF MUB Stock Holding History

TRUADVICE’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
-2,225
Closed -$258K – 113
2021
Q3 		$258K Sell
2,225
-1,547
-41% -$181K 0.24% 105
2021
Q2 		$444K Buy
3,772
+1,437
+62% +$168K 0.1% 189
2021
Q1 		$273K Buy
2,335
+89
+4% +$10.4K 0.08% 216
2020
Q4 		$264K Hold
2,246
– – 0.08% 224
2020
Q3 		$259K Buy
+2,246
New +$261K 0.11% 166

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUADVICE's MUB Position: Q4 2021 in Review

TRUADVICE sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 2,225 shares — an estimated $258K sold.

TRUADVICE first reported a position in MUB in Q3 2020 and held it in 5 quarters. The position peaked at $444K in Q2 2021. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • TRUADVICE reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 2,225 iShares National Muni Bond ETF shares in Q4 2021, an estimated $258K.
  • TRUADVICE first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 5 quarters.
  • TRUADVICE's iShares National Muni Bond ETF position peaked at $444K in Q2 2021.
  • 1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.