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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Destination Wealth Management's MUB Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2019, closing a stake of 2,441 shares — an estimated $276K sold.

Destination Wealth Management first reported a position in MUB in Q2 2015 and held it in 7 quarters. The position peaked at $915K in Q2 2015. 671 funds tracked by Wall St. Rank hold MUB as of Q3 2019.

Destination Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 2,441 iShares National Muni Bond ETF shares in Q3 2019, an estimated $276K.
Destination Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2015 and held it in 7 quarters.
Destination Wealth Management's iShares National Muni Bond ETF position peaked at $915K in Q2 2015.
671 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.