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

Apriem 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
2018
Q3 		– Sell
-250
Closed -$27K – 287
2018
Q2 		$27K Buy
+250
New +$27.1K 0.01% 306
2017
Q2 		– Sell
-200
Closed -$22K – 391
2017
Q1 		$22K Buy
200
+50
+33% +$5.42K 0.01% 332
2016
Q4 		$16K Buy
+150
New +$16.4K ﹤0.01% 385

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Apriem Advisors's MUB Position: Q3 2018 in Review

Apriem Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2018, closing a stake of 250 shares — an estimated $27K sold.

Apriem Advisors first reported a position in MUB in Q4 2016 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 506 funds tracked by Wall St. Rank hold MUB as of Q3 2018.

  • Apriem Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 250 iShares National Muni Bond ETF shares in Q3 2018, an estimated $27K.
  • Apriem Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 3 quarters.
  • Apriem Advisors's iShares National Muni Bond ETF position peaked at $27K in Q2 2018.
  • 506 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.