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Montage Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Montage Investments’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
2016
Q3 		$252K Sell
2,235
-2,205
-50% -$250K 0.14% 150
2016
Q2 		$506K Buy
+4,440
New +$500K 0.35% 108

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Montage Investments's MUB Position: Q3 2016 in Review

Montage Investments reduced its iShares National Muni Bond ETF (MUB) stake by 50% in Q3 2016, selling an estimated $250K and leaving 2,235 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #150.

Montage Investments first reported a position in MUB in Q2 2016 and has held it in 2 quarters since. The position peaked at $506K in Q2 2016. 397 funds tracked by Wall St. Rank hold MUB as of Q3 2016.

  • Montage Investments held 2,235 shares of iShares National Muni Bond ETF worth $252K as of Q3 2016.
  • Montage Investments sold 2,205 iShares National Muni Bond ETF shares in Q3 2016, an estimated $250K.
  • iShares National Muni Bond ETF made up 0.14% of Montage Investments's portfolio in Q3 2016, its #150 holding.
  • Montage Investments first reported a position in iShares National Muni Bond ETF in Q2 2016 and has held it in 2 quarters since.
  • Montage Investments's iShares National Muni Bond ETF position peaked at $506K in Q2 2016.
  • 397 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.