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LifePlan Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

LifePlan Financial Group’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
Q3 		$677K Sell
5,842
-38
-0.6% -$4.42K 0.29% 66
2020
Q2 		$679K Sell
5,880
-169
-3% -$19.2K 0.31% 63
2020
Q1 		$684K Buy
6,049
+253
+4% +$28.9K 0.37% 54
2019
Q4 		$660K Buy
5,796
+15
+0.3% +$1.71K 0.29% 65
2019
Q3 		$660K Sell
5,781
-135
-2% -$15.4K 0.31% 59
2019
Q2 		$669K Sell
5,916
-169
-3% -$18.9K 0.32% 58
2019
Q1 		$677K Sell
6,085
-540
-8% -$59.2K 0.36% 51
2018
Q4 		$722K Buy
6,625
+570
+9% +$61.3K 0.45% 46
2018
Q3 		$654K Buy
6,055
+35
+0.6% +$3.8K 0.35% 51
2018
Q2 		$656K Sell
6,020
-2,071
-26% -$225K 0.37% 50
2018
Q1 		$881K Buy
8,091
+1,250
+18% +$136K 0.51% 43
2017
Q4 		$759K Hold
6,841
– – 0.48% 42
2017
Q3 		$759K Sell
6,841
-326
-5% -$36.2K 0.48% 42
2017
Q2 		$789K Buy
7,167
+19
+0.3% +$2.09K 0.54% 42
2017
Q1 		$779K Buy
7,148
+198
+3% +$21.5K 0.54% 43
2016
Q4 		$752K Sell
6,950
-147
-2% -$16.1K 0.53% 59
2016
Q3 		$800K Sell
7,097
-156
-2% -$17.7K 0.55% 45
2016
Q2 		$826K Buy
7,253
+114
+2% +$12.8K 0.57% 42
2016
Q1 		$797K Sell
7,139
-53
-0.7% -$5.9K 0.57% 43
2015
Q4 		$796K Buy
7,192
+450
+7% +$49.4K 0.57% 41
2015
Q3 		$739K Buy
6,742
+43
+0.6% +$4.68K 0.54% 39
2015
Q2 		$725K Buy
6,699
+1,133
+20% +$123K 0.49% 49
2015
Q1 		$616K Buy
5,566
+108
+2% +$11.9K 0.41% 35
2014
Q4 		$602K Hold
5,458
– – 0.4% 36
2014
Q3 		$599K Sell
5,458
-14
-0.3% -$1.53K 0.51% 35
2014
Q2 		$595K Buy
5,472
+370
+7% +$40K 0.42% 34
2014
Q1 		$546K Buy
5,102
+490
+11% +$52K 0.43% 34
2013
Q4 		$478K Buy
4,612
+367
+9% +$38.3K 0.33% 41
2013
Q3 		$444K Sell
4,245
-952
-18% -$98.3K 0.36% 32
2013
Q2 		$546K Buy
+5,197
New +$569K 0.61% 26

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's MUB Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 0.65% in Q3 2020, selling an estimated $4.42K and leaving 5,842 shares worth $677K. The position accounts for 0.29% of the portfolio, ranked #66.

LifePlan Financial Group first reported a position in MUB in Q2 2013 and has held it in 30 quarters since. The position peaked at $881K in Q1 2018. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • LifePlan Financial Group held 5,842 shares of iShares National Muni Bond ETF worth $677K as of Q3 2020.
  • LifePlan Financial Group sold 38 iShares National Muni Bond ETF shares in Q3 2020, an estimated $4.42K.
  • iShares National Muni Bond ETF made up 0.29% of LifePlan Financial Group's portfolio in Q3 2020, its #66 holding.
  • LifePlan Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares National Muni Bond ETF position peaked at $881K in Q1 2018.
  • 874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.