4IG
MUB icon

440 Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

440 Investment Group’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
2017
Q3 		– Sell
-2,235
Closed -$246K – 100
2017
Q2 		$246K Hold
2,235
– – 0.2% 76
2017
Q1 		$244K Buy
+2,235
New +$242K 0.22% 71

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

440 Investment Group's MUB Position: Q3 2017 in Review

440 Investment Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2017, closing a stake of 2,235 shares — an estimated $246K sold.

440 Investment Group first reported a position in MUB in Q1 2017 and held it in 2 quarters. The position peaked at $246K in Q2 2017. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

  • 440 Investment Group reported no remaining iShares National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • 440 Investment Group sold 2,235 iShares National Muni Bond ETF shares in Q3 2017, an estimated $246K.
  • 440 Investment Group first reported a position in iShares National Muni Bond ETF in Q1 2017 and held it in 2 quarters.
  • 440 Investment Group's iShares National Muni Bond ETF position peaked at $246K in Q2 2017.
  • 446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on 440 Investment Group's 13F filing for Q3 2017, filed 16 Oct 2017.