Huber Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Huber Financial 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
2020 Q1	$977K	Buy	8,644 +1,068	+14%	+$122K	0.37%	34
2019 Q4	$863K	Buy	7,576 +1,614	+27%	+$184K	0.3%	45
2019 Q3	$680K	Buy	5,962 +3,382	+131%	+$386K	0.27%	50
2019 Q2	$292K	Buy	2,580 +476	+23%	+$53.3K	0.13%	89
2019 Q1	$234K	Buy	+2,104	New	+$231K	0.11%	105

Other funds holding MUB

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Huber Financial Advisors's MUB Position: Q1 2020 in Review

Huber Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q1 2020, buying an estimated $122K and bringing the position to 8,644 shares worth $977K. The position accounts for 0.37% of the portfolio, ranked #34.

Huber Financial Advisors first reported a position in MUB in Q1 2019 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold MUB as of Q1 2020.

Huber Financial Advisors held 8,644 shares of iShares National Muni Bond ETF worth $977K as of Q1 2020.
Huber Financial Advisors bought 1,068 iShares National Muni Bond ETF shares in Q1 2020, an estimated $122K.
iShares National Muni Bond ETF made up 0.37% of Huber Financial Advisors's portfolio in Q1 2020, its #34 holding.
Huber Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 5 quarters since.
817 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.