DWM
MUB icon

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

Destination 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
Q3 		– Sell
-2,441
Closed -$276K – 369
2019
Q2 		$276K Buy
2,441
+2,000
+454% +$224K 0.02% 124
2019
Q1 		$49K Hold
441
– – ﹤0.01% 266
2018
Q4 		$48K Hold
441
– – ﹤0.01% 259
2018
Q3 		$48K Hold
441
– – ﹤0.01% 291
2018
Q2 		$48K Hold
441
– – ﹤0.01% 261
2018
Q1 		$48K Buy
+441
New +$48.1K ﹤0.01% 260
2015
Q3 		– Sell
-8,460
Closed -$915K – 189
2015
Q2 		$915K Buy
+8,460
New +$922K 0.06% 135

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 $564B 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 $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return