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

Truvestments 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
2020 Q2	–	Sell	-5,121	Closed	-$578K	–	606
2020 Q1	$578K	Buy	+5,121	New	+$585K	0.73%	42
2019 Q4	–	Sell	-350	Closed	-$40K	–	416
2019 Q3	$40K	Hold	350	–	–	0.03%	297
2019 Q2	$40K	Buy	+350	New	+$39.2K	0.03%	310

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Truvestments Capital's MUB Position: Q2 2020 in Review

Truvestments Capital sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 5,121 shares — an estimated $578K sold.

Truvestments Capital first reported a position in MUB in Q2 2019 and held it in 3 quarters. The position peaked at $578K in Q1 2020. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

Truvestments Capital reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Truvestments Capital sold 5,121 iShares National Muni Bond ETF shares in Q2 2020, an estimated $578K.
Truvestments Capital first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 3 quarters.
Truvestments Capital's iShares National Muni Bond ETF position peaked at $578K in Q1 2020.
842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Truvestments Capital's 13F filing for Q2 2020, filed 6 Aug 2020.