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Aris Wealth Services’s iShares National Muni Bond ETF MUB Stock Holding History

Aris Wealth Services’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
2015
Q3 		$85K Sell
780
-10
-1% -$1.09K 0.18% 57
2015
Q2 		$85K Sell
790
-60
-7% -$6.54K 0.08% 156
2015
Q1 		$94K Buy
+850
New +$94K 0.09% 146

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Aris Wealth Services's MUB Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q3 2015, selling an estimated $1.09K and leaving 780 shares worth $85K. The position accounts for 0.18% of the portfolio, ranked #57.

Aris Wealth Services first reported a position in MUB in Q1 2015 and has held it in 3 quarters since. The position peaked at $94K in Q1 2015. 296 funds tracked by Wall St. Rank hold MUB as of Q3 2015.

  • Aris Wealth Services held 780 shares of iShares National Muni Bond ETF worth $85K as of Q3 2015.
  • Aris Wealth Services sold 10 iShares National Muni Bond ETF shares in Q3 2015, an estimated $1.09K.
  • iShares National Muni Bond ETF made up 0.18% of Aris Wealth Services's portfolio in Q3 2015, its #57 holding.
  • Aris Wealth Services first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares National Muni Bond ETF position peaked at $94K in Q1 2015.
  • 296 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.