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Capital One Investing’s iShares National Muni Bond ETF MUB Stock Holding History

Capital One Investing’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
Q3 		$4.13M Buy
36,156
+4,528
+14% +$517K 0.96% 27
2019
Q2 		$3.58M Buy
31,628
+3,404
+12% +$381K 0.88% 29
2019
Q1 		$3.14M Buy
28,224
+6,950
+33% +$762K 0.84% 29
2018
Q4 		$2.32M Buy
+21,274
New +$2.29M 0.82% 28

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital One Investing's MUB Position: Q3 2019 in Review

Capital One Investing increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2019, buying an estimated $517K and bringing the position to 36,156 shares worth $4.13M. The position accounts for 0.96% of the portfolio, ranked #27.

Capital One Investing first reported a position in MUB in Q4 2018 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold MUB as of Q3 2019.

  • Capital One Investing held 36,156 shares of iShares National Muni Bond ETF worth $4.13M as of Q3 2019.
  • Capital One Investing bought 4,528 iShares National Muni Bond ETF shares in Q3 2019, an estimated $517K.
  • iShares National Muni Bond ETF made up 0.96% of Capital One Investing's portfolio in Q3 2019, its #27 holding.
  • Capital One Investing first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.