MacGuire Cheswick & Tuttle Investment Counsel’s iShares National Muni Bond ETF MUB Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	–	Hold	0	–	–	–	85
2018 Q3	–	Hold	0	–	–	–	84
2018 Q2	–	Hold	0	–	–	–	85
2018 Q1	–	Hold	0	–	–	–	90
2017 Q4	–	Hold	0	–	–	–	88
2017 Q3	–	Hold	0	–	–	–	87
2017 Q2	–	Hold	0	–	–	–	83
2017 Q1	–	Hold	0	–	–	–	81
2016 Q4	–	Hold	0	–	–	–	76
2016 Q3	–	Hold	0	–	–	–	69
2016 Q2	–	Hold	0	–	–	–	68
2016 Q1	–	Hold	0	–	–	–	68
2015 Q4	–	Hold	0	–	–	–	73
2015 Q3	–	Hold	0	–	–	–	77
2015 Q2	–	Hold	0	–	–	–	76
2015 Q1	–	Hold	0	–	–	–	75
2014 Q4	–	Hold	0	–	–	–	78
2014 Q3	–	Hold	0	–	–	–	78
2014 Q2	–	Hold	0	–	–	–	73
2014 Q1	–	Hold	0	–	–	–	70
2013 Q4	–	Hold	0	–	–	–	75
2013 Q3	–	Sell	-4,450	Closed	-$460K	–	71
2013 Q2	$467K	Buy	+4,450	New	+$487K	0.13%	73

Other funds holding MUB

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MacGuire Cheswick & Tuttle Investment Counsel's MUB Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its iShares National Muni Bond ETF (MUB) position steady in Q4 2018 at 0 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #85.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in MUB in Q2 2013 and has held it in 1 quarter since. The position peaked at $467K in Q2 2013. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of iShares National Muni Bond ETF worth $256K as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its iShares National Muni Bond ETF share count unchanged in Q4 2018.
iShares National Muni Bond ETF made up 0.05% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #85 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's iShares National Muni Bond ETF position peaked at $467K in Q2 2013.
597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.