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DDD Partners’s iShares National Muni Bond ETF MUB Stock Holding History

DDD Partners’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
2018
Q2 		– Sell
-14,500
Closed -$1.58M – 52
2018
Q1 		$1.58M Sell
14,500
-320
-2% -$34.9K 0.64% 35
2017
Q4 		$1.64M Buy
+14,820
New +$1.64M 0.64% 38

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DDD Partners's MUB Position: Q2 2018 in Review

DDD Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2018, closing a stake of 14,500 shares — an estimated $1.58M sold.

DDD Partners first reported a position in MUB in Q4 2017 and held it in 2 quarters. The position peaked at $1.64M in Q4 2017. 506 funds tracked by Wall St. Rank hold MUB as of Q2 2018.

  • DDD Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • DDD Partners sold 14,500 iShares National Muni Bond ETF shares in Q2 2018, an estimated $1.58M.
  • DDD Partners first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 2 quarters.
  • DDD Partners's iShares National Muni Bond ETF position peaked at $1.64M in Q4 2017.
  • 506 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2018.

Based on DDD Partners's 13F filing for Q2 2018, filed 10 Aug 2018.