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Boston Private Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Boston Private Bank & Trust’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
2013
Q4 		– Sell
-33
Closed -$3K – 1072
2013
Q3 		$3K Hold
33
– – ﹤0.01% 908
2013
Q2 		$3K Buy
+33
New +$3.61K ﹤0.01% 887

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BTS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Boston Private Bank & Trust's MUB Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of iShares National Muni Bond ETF (MUB) in Q4 2013, closing a stake of 33 shares — an estimated $3K sold.

Boston Private Bank & Trust first reported a position in MUB in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 238 funds tracked by Wall St. Rank hold MUB as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining iShares National Muni Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 33 iShares National Muni Bond ETF shares in Q4 2013, an estimated $3K.
  • Boston Private Bank & Trust first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's iShares National Muni Bond ETF position peaked at $3K in Q3 2013.
  • 238 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.