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Belvedere Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Belvedere 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
Q2 		$28K Sell
252
-5,230
-95% -$586K 0.86% 20
2019
Q1 		$609K Buy
+5,482
New +$601K 7.85% 3

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Belvedere Advisors's MUB Position: Q2 2019 in Review

Belvedere Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 95% in Q2 2019, selling an estimated $586K and leaving 252 shares worth $28K. The position accounts for 0.86% of the portfolio, ranked #20.

Belvedere Advisors first reported a position in MUB in Q1 2019 and has held it in 2 quarters since. The position peaked at $609K in Q1 2019. 648 funds tracked by Wall St. Rank hold MUB as of Q2 2019.

  • Belvedere Advisors held 252 shares of iShares National Muni Bond ETF worth $28K as of Q2 2019.
  • Belvedere Advisors sold 5,230 iShares National Muni Bond ETF shares in Q2 2019, an estimated $586K.
  • iShares National Muni Bond ETF made up 0.86% of Belvedere Advisors's portfolio in Q2 2019, its #20 holding.
  • Belvedere Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's iShares National Muni Bond ETF position peaked at $609K in Q1 2019.
  • 648 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.