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TrueWealth Advisors’s VanEck Long Muni ETF MLN Stock Holding History

TrueWealth Advisors’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
Q2 		– Sell
-14,602
Closed -$317K – 136
2021
Q1 		$317K Buy
+14,602
New +$315K 0.21% 89

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrueWealth Advisors's MLN Position: Q2 2021 in Review

TrueWealth Advisors sold out of VanEck Long Muni ETF (MLN) in Q2 2021, closing a stake of 14,602 shares — an estimated $317K sold.

TrueWealth Advisors first reported a position in MLN in Q1 2021 and held it in 1 quarter. The position peaked at $317K in Q1 2021. 61 funds tracked by Wall St. Rank hold MLN as of Q2 2021.

  • TrueWealth Advisors reported no remaining VanEck Long Muni ETF position as of Q2 2021 after selling out during the quarter.
  • TrueWealth Advisors sold 14,602 VanEck Long Muni ETF shares in Q2 2021, an estimated $317K.
  • TrueWealth Advisors first reported a position in VanEck Long Muni ETF in Q1 2021 and held it in 1 quarter.
  • TrueWealth Advisors's VanEck Long Muni ETF position peaked at $317K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2021.

Based on TrueWealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.