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Acorn Advisory Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Acorn Advisory Capital’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
2018
Q1 		– Sell
-6,400
Closed -$709K – 48
2017
Q4 		$709K Buy
+6,400
New +$708K 0.46% 29

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorn Advisory Capital's MUB Position: Q1 2018 in Review

Acorn Advisory Capital sold out of iShares National Muni Bond ETF (MUB) in Q1 2018, closing a stake of 6,400 shares — an estimated $709K sold.

Acorn Advisory Capital first reported a position in MUB in Q4 2017 and held it in 1 quarter. The position peaked at $709K in Q4 2017. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • Acorn Advisory Capital reported no remaining iShares National Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Acorn Advisory Capital sold 6,400 iShares National Muni Bond ETF shares in Q1 2018, an estimated $709K.
  • Acorn Advisory Capital first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Acorn Advisory Capital's iShares National Muni Bond ETF position peaked at $709K in Q4 2017.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on Acorn Advisory Capital's 13F filing for Q1 2018, filed 11 May 2018.