Voit & Company’s iShares National Muni Bond ETF MUB Stock Holding History

Voit & Company’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	-3,925	Closed	-$444K	–	55
2020 Q1	$444K	Sell	3,925 -555	-12%	-$63.4K	0.46%	45
2019 Q4	$510K	Sell	4,480 -200	-4%	-$22.8K	0.45%	46
2019 Q3	$534K	Hold	4,680	–	–	0.53%	45
2019 Q2	$529K	Sell	4,680 -250	-5%	-$28K	0.51%	46
2019 Q1	$548K	Sell	4,930 -100	-2%	-$11K	0.58%	39
2018 Q4	$548K	Buy	+5,030	New	+$541K	0.69%	35

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

Voit & Company's MUB Position: Q2 2020 in Review

Voit & Company sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 3,925 shares — an estimated $444K sold.

Voit & Company first reported a position in MUB in Q4 2018 and held it in 6 quarters. The position peaked at $548K in Q1 2019. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

Voit & Company reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Voit & Company sold 3,925 iShares National Muni Bond ETF shares in Q2 2020, an estimated $444K.
Voit & Company first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 6 quarters.
Voit & Company's iShares National Muni Bond ETF position peaked at $548K in Q1 2019.
842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Voit & Company's 13F filing for Q2 2020, filed 31 Jul 2020.