MSA
MUB icon

Marino Stram & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-1,058
Closed -$118K – 395
2019
Q1 		$118K Hold
1,058
– – 0.09% 106
2018
Q4 		$115K Buy
+1,058
New +$114K 0.1% 97

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marino Stram & Associates's MUB Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares National Muni Bond ETF (MUB) in Q2 2019, closing a stake of 1,058 shares — an estimated $118K sold.

Marino Stram & Associates first reported a position in MUB in Q4 2018 and held it in 2 quarters. The position peaked at $118K in Q1 2019. 648 funds tracked by Wall St. Rank hold MUB as of Q2 2019.

  • Marino Stram & Associates reported no remaining iShares National Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 1,058 iShares National Muni Bond ETF shares in Q2 2019, an estimated $118K.
  • Marino Stram & Associates first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 2 quarters.
  • Marino Stram & Associates's iShares National Muni Bond ETF position peaked at $118K in Q1 2019.
  • 648 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.