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Goldstein Munger & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Goldstein Munger & Associates’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
Q3 		– Sell
-101,957
Closed -$11.1M – 37
2018
Q2 		$11.1M Hold
101,957
– – 4.69% 4
2018
Q1 		$11.1M Sell
101,957
-373
-0.4% -$40.7K 4.78% 5
2017
Q4 		$11.3M Sell
102,330
-1,533
-1% -$170K 4.85% 5
2017
Q3 		$11.5M Sell
103,863
-100
-0.1% -$11.1K 5.16% 4
2017
Q2 		$11.4M Buy
103,963
+492
+0.5% +$54.1K 5.27% 4
2017
Q1 		$11.3M Sell
103,471
-6,010
-5% -$652K 4.96% 4
2016
Q4 		$11.8M Sell
109,481
-1,138
-1% -$125K 5.28% 3
2016
Q3 		$12.5M Sell
110,619
-821
-0.7% -$93K 5.69% 3
2016
Q2 		$12.7M Sell
111,440
-101,045
-48% -$11.4M 5.86% 3
2016
Q1 		$23.7M Sell
212,485
-8,427
-4% -$938K 10.3% 2
2015
Q4 		$24.5M Buy
220,912
+1,711
+0.8% +$188K 10.85% 2
2015
Q3 		$24M Sell
219,201
-7,231
-3% -$787K 10.91% 2
2015
Q2 		$24.5M Buy
226,432
+1,867
+0.8% +$203K 10.62% 2
2015
Q1 		$24.8M Sell
224,565
-2,941
-1% -$325K 10.6% 2
2014
Q4 		$25.1M Buy
227,506
+11,791
+5% +$1.3M 10.58% 2
2014
Q3 		$23.7M Buy
215,715
+4,256
+2% +$464K 9.77% 2
2014
Q2 		$23M Sell
211,459
-294
-0.1% -$31.8K 9.3% 2
2014
Q1 		$22.7M Buy
211,753
+12,496
+6% +$1.33M 10.44% 2
2013
Q4 		$20.7M Sell
199,257
-14,460
-7% -$1.51M 8.66% 3
2013
Q3 		$22.3M Buy
213,717
+9,649
+5% +$997K 8.7% 3
2013
Q2 		$21.4M Buy
+204,068
New +$22.3M 8.02% 3

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 $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Goldstein Munger & Associates's MUB Position: Q3 2018 in Review

Goldstein Munger & Associates sold out of iShares National Muni Bond ETF (MUB) in Q3 2018, closing a stake of 101,957 shares — an estimated $11.1M sold.

Goldstein Munger & Associates first reported a position in MUB in Q2 2013 and held it in 21 quarters. The position peaked at $25.1M in Q4 2014. 507 funds tracked by Wall St. Rank hold MUB as of Q3 2018.

  • Goldstein Munger & Associates reported no remaining iShares National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Goldstein Munger & Associates sold 101,957 iShares National Muni Bond ETF shares in Q3 2018, an estimated $11.1M.
  • Goldstein Munger & Associates first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 21 quarters.
  • Goldstein Munger & Associates's iShares National Muni Bond ETF position peaked at $25.1M in Q4 2014.
  • 507 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2018.

Based on Goldstein Munger & Associates's 13F filing for Q3 2018, filed 25 Oct 2018.