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IFC Holdings’s iShares National Muni Bond ETF MUB Stock Holding History

IFC Holdings’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 		– Sell
-20,458
Closed -$2.27M – 273
2017
Q4 		$2.27M Sell
20,458
-3,263
-14% -$361K 0.16% 91
2017
Q3 		$2.63M Sell
23,721
-561
-2% -$62.2K 0.18% 85
2017
Q2 		$2.67M Buy
24,282
+1,515
+7% +$167K 0.2% 74
2017
Q1 		$2.48M Sell
22,767
-5,130
-18% -$556K 0.22% 70
2016
Q4 		$3.02M Sell
27,897
-1,368
-5% -$150K 0.3% 56
2016
Q3 		$3.3M Sell
29,265
-2,701
-8% -$306K 0.35% 59
2016
Q2 		$3.64M Buy
31,966
+26,590
+495% +$2.99M 0.41% 48
2016
Q1 		$598K Buy
5,376
+1,196
+29% +$133K 0.08% 177
2015
Q4 		$463K Buy
4,180
+680
+19% +$74.6K 0.06% 215
2015
Q3 		$382K Hold
3,500
– – 0.06% 223
2015
Q2 		$378K Hold
3,500
– – 0.05% 245
2015
Q1 		$387K Hold
3,500
– – 0.06% 234
2014
Q4 		$385K Hold
3,500
– – 0.06% 233
2014
Q3 		$384K Hold
3,500
– – 0.07% 221
2014
Q2 		$381K Hold
3,500
– – 0.07% 221
2014
Q1 		$374K Hold
3,500
– – 0.08% 197
2013
Q4 		$363K Sell
3,500
-183
-5% -$19.1K 0.08% 217
2013
Q3 		$384K Buy
3,683
+183
+5% +$18.9K 0.08% 224
2013
Q2 		$368K Buy
+3,500
New +$383K 0.09% 221

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFC Holdings's MUB Position: Q1 2018 in Review

IFC Holdings sold out of iShares National Muni Bond ETF (MUB) in Q1 2018, closing a stake of 20,458 shares — an estimated $2.27M sold.

IFC Holdings first reported a position in MUB in Q2 2013 and held it in 19 quarters. The position peaked at $3.64M in Q2 2016. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • IFC Holdings reported no remaining iShares National Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 20,458 iShares National Muni Bond ETF shares in Q1 2018, an estimated $2.27M.
  • IFC Holdings first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's iShares National Muni Bond ETF position peaked at $3.64M in Q2 2016.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.