CWM
MUB icon

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

Concert 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
2017
Q3 		– Sell
-2,138
Closed -$235K – 96
2017
Q2 		$235K Buy
+2,138
New +$235K 0.23% 126
2016
Q4 		– Sell
-4,185
Closed -$471K – 765
2016
Q3 		$471K Buy
4,185
+2,145
+105% +$243K 0.06% 389
2016
Q2 		$233K Buy
+2,040
New +$230K 0.03% 551
2015
Q2 		– Sell
-2,874
Closed -$310K – 710
2015
Q1 		$310K Sell
2,874
-162
-5% -$17.9K 0.09% 286
2014
Q4 		$335K Buy
+3,036
New +$334K 0.05% 422

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concert Wealth Management's MUB Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2017, closing a stake of 2,138 shares — an estimated $235K sold.

Concert Wealth Management first reported a position in MUB in Q4 2014 and held it in 5 quarters. The position peaked at $471K in Q3 2016. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

  • Concert Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,138 iShares National Muni Bond ETF shares in Q3 2017, an estimated $235K.
  • Concert Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 5 quarters.
  • Concert Wealth Management's iShares National Muni Bond ETF position peaked at $471K in Q3 2016.
  • 446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.