Barrington Strategic Wealth Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Barrington Strategic Wealth Management Group’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
2017 Q3	$1.18M	Buy	10,621 +1,300	+14%	+$144K	0.59%	49
2017 Q2	$1.03M	Buy	9,321 +720	+8%	+$79.2K	0.52%	52
2017 Q1	$937K	Buy	8,601 +858	+11%	+$93K	0.49%	59
2016 Q4	$838K	Buy	7,743 +75	+1%	+$8.21K	0.45%	61
2016 Q3	$865K	Buy	7,668 +2,193	+40%	+$248K	0.49%	60
2016 Q2	$624K	Buy	5,475 +800	+17%	+$90K	0.36%	71
2016 Q1	$522K	Hold	4,675	–	–	0.3%	77
2015 Q4	$518K	Buy	4,675 +1,125	+32%	+$123K	0.3%	80
2015 Q3	$389K	Buy	3,550 +200	+6%	+$21.8K	0.25%	86
2015 Q2	$363K	Sell	3,350 -300	-8%	-$32.7K	0.22%	90
2015 Q1	$404K	Sell	3,650 -350	-9%	-$38.7K	0.25%	84
2014 Q4	$441K	Buy	+4,000	New	+$440K	0.28%	80

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barrington Strategic Wealth Management Group's MUB Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2017, buying an estimated $144K and bringing the position to 10,621 shares worth $1.18M. The position accounts for 0.59% of the portfolio, ranked #49.

Barrington Strategic Wealth Management Group first reported a position in MUB in Q4 2014 and has held it in 12 quarters since. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

Barrington Strategic Wealth Management Group held 10,621 shares of iShares National Muni Bond ETF worth $1.18M as of Q3 2017.
Barrington Strategic Wealth Management Group bought 1,300 iShares National Muni Bond ETF shares in Q3 2017, an estimated $144K.
iShares National Muni Bond ETF made up 0.59% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #49 holding.
Barrington Strategic Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 12 quarters since.
446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.