Hefty Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Hefty Wealth Partners’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 Q1	$2.86M	Buy	26,235 +1,138	+5%	+$124K	1.84%	16
2017 Q4	$2.78M	Buy	25,097 +1,499	+6%	+$166K	1.72%	21
2017 Q3	$2.62M	Buy	23,598 +478	+2%	+$53K	1.73%	20
2017 Q2	$2.54M	Buy	23,120 +1,065	+5%	+$117K	1.74%	21
2017 Q1	$2.4M	Buy	22,055 +12,058	+121%	+$1.31M	1.75%	19
2016 Q4	$1.08M	Sell	9,997 -6,303	-39%	-$690K	0.91%	36
2016 Q3	$1.84M	Buy	16,300 +1,158	+8%	+$131K	1.39%	22
2016 Q2	$1.73M	Buy	15,142 +324	+2%	+$36.5K	1.42%	21
2016 Q1	$1.65M	Buy	14,818 +2,567	+21%	+$286K	1.55%	17
2015 Q4	$1.36M	Buy	+12,251	New	+$1.34M	1.29%	21

Other funds holding MUB

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

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

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

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

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hefty Wealth Partners's MUB Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 4.5% in Q1 2018, buying an estimated $124K and bringing the position to 26,235 shares worth $2.86M. The position accounts for 1.84% of the portfolio, ranked #16.

Hefty Wealth Partners first reported a position in MUB in Q4 2015 and has held it in 10 quarters since. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

Hefty Wealth Partners held 26,235 shares of iShares National Muni Bond ETF worth $2.86M as of Q1 2018.
Hefty Wealth Partners bought 1,138 iShares National Muni Bond ETF shares in Q1 2018, an estimated $124K.
iShares National Muni Bond ETF made up 1.84% of Hefty Wealth Partners's portfolio in Q1 2018, its #16 holding.
Hefty Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 10 quarters since.
504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.