Beacon Pointe Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$2.69M	Sell	23,650 -1,589	-6%	-$181K	0.5%	46
2019 Q3	$2.88M	Buy	25,239 +2,306	+10%	+$263K	0.61%	35
2019 Q2	$2.59M	Hold	22,933	–	–	0.55%	39
2019 Q1	$2.55M	Sell	22,933 -92	-0.4%	-$10.1K	0.58%	37
2018 Q4	$2.51M	Buy	+23,025	New	+$2.48M	0.91%	28

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Beacon Pointe Wealth Advisors's MUB Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 6.3% in Q4 2019, selling an estimated $181K and leaving 23,650 shares worth $2.69M. The position accounts for 0.5% of the portfolio, ranked #46.

Beacon Pointe Wealth Advisors first reported a position in MUB in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.88M in Q3 2019. 800 funds tracked by Wall St. Rank hold MUB as of Q4 2019.

Beacon Pointe Wealth Advisors held 23,650 shares of iShares National Muni Bond ETF worth $2.69M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,589 iShares National Muni Bond ETF shares in Q4 2019, an estimated $181K.
iShares National Muni Bond ETF made up 0.5% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #46 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.88M in Q3 2019.
800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.