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Argent Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Argent Wealth Management’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
2020
Q2 		$8.25M Buy
70,583
+864
+1% +$98.1K 1.37% 19
2020
Q1 		$7.75M Sell
69,719
-15,754
-18% -$1.8M 1.58% 19
2019
Q4 		$9.74M Buy
+85,473
New +$9.74M 1.63% 14

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Argent Wealth Management's MUB Position: Q2 2020 in Review

Argent Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q2 2020, buying an estimated $98.1K and bringing the position to 70,583 shares worth $8.25M. The position accounts for 1.37% of the portfolio, ranked #19.

Argent Wealth Management first reported a position in MUB in Q4 2019 and has held it in 3 quarters since. The position peaked at $9.74M in Q4 2019. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • Argent Wealth Management held 70,583 shares of iShares National Muni Bond ETF worth $8.25M as of Q2 2020.
  • Argent Wealth Management bought 864 iShares National Muni Bond ETF shares in Q2 2020, an estimated $98.1K.
  • iShares National Muni Bond ETF made up 1.37% of Argent Wealth Management's portfolio in Q2 2020, its #19 holding.
  • Argent Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares National Muni Bond ETF position peaked at $9.74M in Q4 2019.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.