MSR
MUB icon

Main Street Research’s iShares National Muni Bond ETF MUB Stock Holding History

Main Street Research’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
2017
Q2 		– Sell
-2,074
Closed -$226K – 128
2017
Q1 		$226K Buy
+2,074
New +$225K 0.04% 106

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Main Street Research's MUB Position: Q2 2017 in Review

Main Street Research sold out of iShares National Muni Bond ETF (MUB) in Q2 2017, closing a stake of 2,074 shares — an estimated $226K sold.

Main Street Research first reported a position in MUB in Q1 2017 and held it in 1 quarter. The position peaked at $226K in Q1 2017. 442 funds tracked by Wall St. Rank hold MUB as of Q2 2017.

  • Main Street Research reported no remaining iShares National Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Main Street Research sold 2,074 iShares National Muni Bond ETF shares in Q2 2017, an estimated $226K.
  • Main Street Research first reported a position in iShares National Muni Bond ETF in Q1 2017 and held it in 1 quarter.
  • Main Street Research's iShares National Muni Bond ETF position peaked at $226K in Q1 2017.
  • 442 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2017.

Based on Main Street Research's 13F filing for Q2 2017, filed 18 Jul 2017.