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KCS Wealth Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-776
Closed -$88.6K – 313
2019
Q3 		$88.6K Buy
+776
New +$88.5K 0.06% 210

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KCS Wealth Advisory's MUB Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares National Muni Bond ETF (MUB) in Q4 2019, closing a stake of 776 shares — an estimated $88.6K sold.

KCS Wealth Advisory first reported a position in MUB in Q3 2019 and held it in 1 quarter. The position peaked at $88.6K in Q3 2019. 800 funds tracked by Wall St. Rank hold MUB as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares National Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 776 iShares National Muni Bond ETF shares in Q4 2019, an estimated $88.6K.
  • KCS Wealth Advisory first reported a position in iShares National Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares National Muni Bond ETF position peaked at $88.6K in Q3 2019.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.