CIBC Bank USA’s iShares National Muni Bond ETF MUB Stock Holding History

CIBC Bank USA’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	$1.14M	Buy	10,000 +250	+3%	+$28.5K	0.15%	91
2019 Q3	$1.11M	Hold	9,750	–	–	0.16%	84
2019 Q2	$1.1M	Buy	9,750 +50	+0.5%	+$5.6K	0.15%	80
2019 Q1	$1.08M	Hold	9,700	–	–	0.15%	76
2018 Q4	$1.06M	Hold	9,700	–	–	0.17%	76
2018 Q3	$1.05M	Buy	9,700 +700	+8%	+$76.1K	0.14%	86
2018 Q2	$981K	Buy	9,000 +500	+6%	+$54.3K	0.13%	83
2018 Q1	$925K	Sell	8,500 -1,250	-13%	-$136K	0.13%	91
2017 Q4	$1.08M	Buy	9,750 +1,000	+11%	+$111K	0.14%	85
2017 Q3	$970K	Buy	8,750 +600	+7%	+$66.6K	0.13%	89
2017 Q2	$897K	Buy	8,150 +400	+5%	+$44K	0.12%	85
2017 Q1	$844K	Hold	7,750	–	–	0.12%	91
2016 Q4	$838K	Sell	7,750 -600	-7%	-$65.7K	0.12%	94
2016 Q3	$941K	Buy	8,350 +100	+1%	+$11.3K	0.14%	90
2016 Q2	$940K	Buy	8,250 +500	+6%	+$56.3K	0.15%	91
2016 Q1	$866K	Buy	7,750 +1,500	+24%	+$167K	0.15%	85
2015 Q4	$692K	Buy	6,250 +300	+5%	+$32.9K	0.12%	113
2015 Q3	$652K	Sell	5,950 -380	-6%	-$41.4K	0.12%	120
2015 Q2	$685K	Sell	6,330 -750	-11%	-$81.7K	0.11%	124
2015 Q1	$783K	Buy	7,080 +500	+8%	+$55.3K	0.14%	104
2014 Q4	$726K	Sell	6,580 -450	-6%	-$49.5K	0.13%	130
2014 Q3	$771K	Hold	7,030	–	–	0.15%	114
2014 Q2	$764K	Hold	7,030	–	–	0.14%	120
2014 Q1	$753K	Buy	+7,030	New	+$746K	0.16%	121

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

CIBC Bank USA's MUB Position: Q4 2019 in Review

CIBC Bank USA increased its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q4 2019, buying an estimated $28.5K and bringing the position to 10,000 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #91.

CIBC Bank USA first reported a position in MUB in Q1 2014 and has held it in 24 quarters since. 800 funds tracked by Wall St. Rank hold MUB as of Q4 2019.

CIBC Bank USA held 10,000 shares of iShares National Muni Bond ETF worth $1.14M as of Q4 2019.
CIBC Bank USA bought 250 iShares National Muni Bond ETF shares in Q4 2019, an estimated $28.5K.
iShares National Muni Bond ETF made up 0.15% of CIBC Bank USA's portfolio in Q4 2019, its #91 holding.
CIBC Bank USA first reported a position in iShares National Muni Bond ETF in Q1 2014 and has held it in 24 quarters since.
800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.