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BB&T Investment Services’s iShares National Muni Bond ETF MUB Stock Holding History

BB&T Investment 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
2017
Q4 		$320K Buy
2,884
+1,534
+114% +$170K 0.05% 244
2017
Q3 		$152K Buy
1,350
+826
+158% +$91.6K 0.03% 295
2017
Q2 		$58K Buy
524
+482
+1,148% +$53K 0.01% 435
2017
Q1 		$5K Hold
42
– – ﹤0.01% 827
2016
Q4 		$4K Buy
+42
New +$4.6K ﹤0.01% 624

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BB&T Investment Services's MUB Position: Q4 2017 in Review

BB&T Investment Services increased its iShares National Muni Bond ETF (MUB) stake by 114% in Q4 2017, buying an estimated $170K and bringing the position to 2,884 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #244.

BB&T Investment Services first reported a position in MUB in Q4 2016 and has held it in 5 quarters since. 524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

  • BB&T Investment Services held 2,884 shares of iShares National Muni Bond ETF worth $320K as of Q4 2017.
  • BB&T Investment Services bought 1,534 iShares National Muni Bond ETF shares in Q4 2017, an estimated $170K.
  • iShares National Muni Bond ETF made up 0.05% of BB&T Investment Services's portfolio in Q4 2017, its #244 holding.
  • BB&T Investment Services first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.