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

Greenwich 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
2017
Q1 		– Sell
-11,488
Closed -$1.24M – 201
2016
Q4 		$1.24M Hold
11,488
– – 0.16% 80
2016
Q3 		$1.29M Hold
11,488
– – 0.23% 72
2016
Q2 		$1.31M Buy
11,488
+817
+8% +$91.9K 0.32% 67
2016
Q1 		$1.19M Buy
+10,671
New +$1.19M 0.31% 69

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Greenwich Wealth Management's MUB Position: Q1 2017 in Review

Greenwich Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2017, closing a stake of 11,488 shares — an estimated $1.24M sold.

Greenwich Wealth Management first reported a position in MUB in Q1 2016 and held it in 4 quarters. The position peaked at $1.31M in Q2 2016. 436 funds tracked by Wall St. Rank hold MUB as of Q1 2017.

  • Greenwich Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 11,488 iShares National Muni Bond ETF shares in Q1 2017, an estimated $1.24M.
  • Greenwich Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 4 quarters.
  • Greenwich Wealth Management's iShares National Muni Bond ETF position peaked at $1.31M in Q2 2016.
  • 436 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.