AGA
MUB icon

Accuvest Global Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Accuvest Global Advisors’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
2014
Q1 		– Sell
-50,105
Closed -$5.2M – 77
2013
Q4 		$5.2M Buy
+50,105
New +$5.23M 1.17% 23

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Accuvest Global Advisors's MUB Position: Q1 2014 in Review

Accuvest Global Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2014, closing a stake of 50,105 shares — an estimated $5.2M sold.

Accuvest Global Advisors first reported a position in MUB in Q4 2013 and held it in 1 quarter. The position peaked at $5.2M in Q4 2013. 233 funds tracked by Wall St. Rank hold MUB as of Q1 2014.

  • Accuvest Global Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 50,105 iShares National Muni Bond ETF shares in Q1 2014, an estimated $5.2M.
  • Accuvest Global Advisors first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 1 quarter.
  • Accuvest Global Advisors's iShares National Muni Bond ETF position peaked at $5.2M in Q4 2013.
  • 233 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2014.

Based on Accuvest Global Advisors's 13F filing for Q1 2014, filed 9 Apr 2014.