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CMH Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

CMH Wealth Management’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
Q1 		– Sell
-2,790
Closed -$304K – 55
2018
Q4 		$304K Buy
2,790
+480
+21% +$51.7K 0.18% 56
2018
Q3 		$249K Buy
+2,310
New +$251K 0.13% 54
2017
Q3 		– Sell
-2,340
Closed -$257K – 50
2017
Q2 		$257K Sell
2,340
-110
-4% -$12.1K 0.2% 47
2017
Q1 		$268K Buy
2,450
+125
+5% +$13.6K 0.21% 47
2016
Q4 		$254K Buy
+2,325
New +$255K 0.22% 49

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CMH Wealth Management's MUB Position: Q1 2019 in Review

CMH Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2019, closing a stake of 2,790 shares — an estimated $304K sold.

CMH Wealth Management first reported a position in MUB in Q4 2016 and held it in 5 quarters. The position peaked at $304K in Q4 2018. 616 funds tracked by Wall St. Rank hold MUB as of Q1 2019.

  • CMH Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • CMH Wealth Management sold 2,790 iShares National Muni Bond ETF shares in Q1 2019, an estimated $304K.
  • CMH Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 5 quarters.
  • CMH Wealth Management's iShares National Muni Bond ETF position peaked at $304K in Q4 2018.
  • 616 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2019.

Based on CMH Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.