Guidant Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Guidant Wealth Advisors’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	$418K	Hold	3,661	–	–	0.16%	76
2019 Q2	$414K	Sell	3,661 -645	-15%	-$72.2K	0.16%	77
2019 Q1	$479K	Hold	4,306	–	–	0.19%	77
2018 Q4	$469K	Sell	4,306 -150	-3%	-$16.1K	0.22%	66
2018 Q3	$479K	Hold	4,456	–	–	0.2%	32
2018 Q2	$484K	Sell	4,456 -77	-2%	-$8.36K	0.21%	32
2018 Q1	$492K	Hold	4,533	–	–	0.22%	32
2017 Q4	$500K	Hold	4,533	–	–	0.22%	32
2017 Q3	$502K	Sell	4,533 -185	-4%	-$20.5K	0.36%	31
2017 Q2	$518K	Buy	4,718 +30	+0.6%	+$3.3K	0.27%	55
2017 Q1	$510K	Sell	4,688 -58	-1%	-$6.29K	0.27%	54
2016 Q4	$517K	Sell	4,746 -2,929	-38%	-$321K	0.29%	51
2016 Q3	$862K	Buy	+7,675	New	+$870K	0.53%	44

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Guidant Wealth Advisors's MUB Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2019 at 3,661 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #76.

Guidant Wealth Advisors first reported a position in MUB in Q3 2016 and has held it in 13 quarters since. The position peaked at $862K in Q3 2016. 671 funds tracked by Wall St. Rank hold MUB as of Q3 2019.

Guidant Wealth Advisors held 3,661 shares of iShares National Muni Bond ETF worth $418K as of Q3 2019.
Guidant Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2019.
iShares National Muni Bond ETF made up 0.16% of Guidant Wealth Advisors's portfolio in Q3 2019, its #76 holding.
Guidant Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares National Muni Bond ETF position peaked at $862K in Q3 2016.
671 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.