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MBE Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-1,074
Closed -$121K – 346
2020
Q1 		$121K Buy
+1,074
New +$123K 0.12% 62

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MBE Wealth Management's MUB Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 1,074 shares — an estimated $121K sold.

MBE Wealth Management first reported a position in MUB in Q1 2020 and held it in 1 quarter. The position peaked at $121K in Q1 2020. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,074 iShares National Muni Bond ETF shares in Q2 2020, an estimated $121K.
  • MBE Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares National Muni Bond ETF position peaked at $121K in Q1 2020.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.