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Edelman Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Edelman Financial Services’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
Q4 		– Sell
-26,134
Closed -$2.82M – 19
2018
Q3 		$2.82M Sell
26,134
-458
-2% -$49.8K 0.03% 22
2018
Q2 		$2.9M Buy
26,592
+2,163
+9% +$235K 0.03% 22
2018
Q1 		$2.66M Sell
24,429
-1,826
-7% -$199K 0.03% 22
2017
Q4 		$2.91M Buy
26,255
+1,448
+6% +$160K 0.03% 19
2017
Q3 		$2.75M Sell
24,807
-579
-2% -$64.2K 0.03% 20
2017
Q2 		$2.8M Buy
25,386
+833
+3% +$91.6K 0.03% 19
2017
Q1 		$2.67M Buy
24,553
+1,772
+8% +$192K 0.03% 15
2016
Q4 		$2.46M Buy
22,781
+1,058
+5% +$116K 0.03% 15
2016
Q3 		$2.45M Buy
21,723
+24
+0.1% +$2.72K 0.03% 15
2016
Q2 		$2.47M Buy
21,699
+3,074
+17% +$346K 0.03% 15
2016
Q1 		$2.08M Sell
18,625
-1,897
-9% -$211K 0.03% 15
2015
Q4 		$2.27M Buy
20,522
+278
+1% +$30.5K 0.03% 17
2015
Q3 		$2.22M Buy
20,244
+41
+0.2% +$4.46K 0.04% 16
2015
Q2 		$2.19M Buy
20,203
+2,006
+11% +$219K 0.03% 16
2015
Q1 		$2.01M Buy
18,197
+365
+2% +$40.4K 0.03% 16
2014
Q4 		$1.97M Sell
17,832
-357
-2% -$39.2K 0.03% 15
2014
Q3 		$2M Buy
18,189
+191
+1% +$20.8K 0.03% 15
2014
Q2 		$1.96M Buy
17,998
+595
+3% +$64.3K 0.03% 15
2014
Q1 		$1.86M Buy
+17,403
New +$1.85M 0.03% 15

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edelman Financial Services's MUB Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q4 2018, closing a stake of 26,134 shares — an estimated $2.82M sold.

Edelman Financial Services first reported a position in MUB in Q1 2014 and held it in 19 quarters. The position peaked at $2.91M in Q4 2017. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares National Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 26,134 iShares National Muni Bond ETF shares in Q4 2018, an estimated $2.82M.
  • Edelman Financial Services first reported a position in iShares National Muni Bond ETF in Q1 2014 and held it in 19 quarters.
  • Edelman Financial Services's iShares National Muni Bond ETF position peaked at $2.91M in Q4 2017.
  • 597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.