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Founders Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$26K Hold
240
– – 0.01% 223
2014
Q3 		$26K Hold
240
– – 0.01% 213
2014
Q2 		$26K Hold
240
– – 0.01% 216
2014
Q1 		$26K Sell
240
-42
-15% -$4.46K 0.02% 208
2013
Q4 		$30K Sell
282
-6,373
-96% -$665K 0.02% 200
2013
Q3 		$695K Hold
6,655
– – 0.36% 38
2013
Q2 		$699K Buy
+6,655
New +$728K 0.37% 35

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Founders Bank & Trust's MUB Position: Q4 2014 in Review

Founders Bank & Trust held its iShares National Muni Bond ETF (MUB) position steady in Q4 2014 at 240 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #223.

Founders Bank & Trust first reported a position in MUB in Q2 2013 and has held it in 7 quarters since. The position peaked at $699K in Q2 2013. 290 funds tracked by Wall St. Rank hold MUB as of Q4 2014.

  • Founders Bank & Trust held 240 shares of iShares National Muni Bond ETF worth $26K as of Q4 2014.
  • Founders Bank & Trust left its iShares National Muni Bond ETF share count unchanged in Q4 2014.
  • iShares National Muni Bond ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #223 holding.
  • Founders Bank & Trust first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's iShares National Muni Bond ETF position peaked at $699K in Q2 2013.
  • 290 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.