HFS
MUB icon

HL Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

HL Financial Services’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
-3,209
Closed -$347K – 680
2016
Q4 		$347K Sell
3,209
-2,124
-40% -$233K 0.01% 525
2016
Q3 		$601K Sell
5,333
-479
-8% -$54.3K 0.01% 397
2016
Q2 		$662K Buy
5,812
+136
+2% +$15.3K 0.02% 393
2016
Q1 		$634K Buy
5,676
+10
+0.2% +$1.11K 0.02% 381
2015
Q4 		$627K Buy
5,666
+274
+5% +$30.1K 0.02% 392
2015
Q3 		$591K Buy
5,392
+1,259
+30% +$137K 0.02% 385
2015
Q2 		$447K Buy
+4,133
New +$450K 0.01% 477
2013
Q3 		– Sell
-3,082
Closed -$324K – 595
2013
Q2 		$324K Buy
+3,082
New +$337K 0.01% 413

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return