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

WealthStone’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 Q1	$37.2M	Buy	320,719 +10,049	+3%	+$1.17M	12.98%	1
2020 Q4	$36.4M	Buy	310,670 +28,936	+10%	+$3.36M	12.92%	1
2020 Q3	$32.7M	Buy	281,734 +11,953	+4%	+$1.39M	14.91%	1
2020 Q2	$31.1M	Buy	+269,781	New	+$30.6M	14.85%	1
2019 Q4	–	Sell	-9,897	Closed	-$1.13M	–	44
2019 Q3	$1.13M	Buy	+9,897	New	+$1.13M	0.6%	22
2019 Q2	–	Hold	0	–	–	–	41

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WealthStone's MUB Position: Q1 2021 in Review

WealthStone increased its iShares National Muni Bond ETF (MUB) stake by 3.2% in Q1 2021, buying an estimated $1.17M and bringing the position to 320,719 shares worth $37.2M. The position accounts for 12.98% of the portfolio, ranked #1.

WealthStone first reported a position in MUB in Q3 2019 and has held it in 5 quarters since. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

WealthStone held 320,719 shares of iShares National Muni Bond ETF worth $37.2M as of Q1 2021.
WealthStone bought 10,049 iShares National Muni Bond ETF shares in Q1 2021, an estimated $1.17M.
iShares National Muni Bond ETF made up 12.98% of WealthStone's portfolio in Q1 2021, its #1 holding.
WealthStone first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 5 quarters since.
998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.