Wealthspire Advisors (Maryland)’s iShares National Muni Bond ETF MUB Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$11.3M	Buy	97,571 +87,528	+872%	+$10.2M	0.4%	36
2020 Q2	$1.16M	Buy	10,043 +54	+0.5%	+$6.13K	0.08%	145
2020 Q1	$1.13M	Buy	+9,989	New	+$1.14M	0.1%	122
2018 Q2	–	Sell	-275	Closed	-$30K	–	2525
2018 Q1	$30K	Buy	275 +25	+10%	+$2.73K	﹤0.01%	1167
2017 Q4	$28K	Sell	250 -107	-30%	-$11.8K	﹤0.01%	1222
2017 Q3	$40K	Sell	357 -293	-45%	-$32.5K	﹤0.01%	1056
2017 Q2	$72K	Buy	+650	New	+$71.5K	0.01%	819

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $336B AUM 34.66% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s MUB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares National Muni Bond ETF (MUB) stake by 872% in Q3 2020, buying an estimated $10.2M and bringing the position to 97,571 shares worth $11.3M. The position accounts for 0.4% of the portfolio, ranked #36.

Wealthspire Advisors (Maryland) first reported a position in MUB in Q2 2017 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

Wealthspire Advisors (Maryland) held 97,571 shares of iShares National Muni Bond ETF worth $11.3M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 87,528 iShares National Muni Bond ETF shares in Q3 2020, an estimated $10.2M.
iShares National Muni Bond ETF made up 0.4% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #36 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares National Muni Bond ETF in Q2 2017 and has held it in 7 quarters since.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.