New England Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

New England Asset 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
2019 Q2	–	Sell	-6,000	Closed	-$667K	–	167
2019 Q1	$667K	Hold	6,000	–	–	0.01%	125
2018 Q4	$654K	Hold	6,000	–	–	0.01%	113
2018 Q3	$648K	Hold	6,000	–	–	0.01%	122
2018 Q2	$654K	Hold	6,000	–	–	0.01%	116
2018 Q1	$654K	Hold	6,000	–	–	0.01%	111
2017 Q4	$664K	Buy	+6,000	New	+$664K	0.01%	108

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

New England Asset Management's MUB Position: Q2 2019 in Review

New England Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2019, closing a stake of 6,000 shares — an estimated $667K sold.

New England Asset Management first reported a position in MUB in Q4 2017 and held it in 6 quarters. The position peaked at $667K in Q1 2019. 648 funds tracked by Wall St. Rank hold MUB as of Q2 2019.

New England Asset Management reported no remaining iShares National Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
New England Asset Management sold 6,000 iShares National Muni Bond ETF shares in Q2 2019, an estimated $667K.
New England Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 6 quarters.
New England Asset Management's iShares National Muni Bond ETF position peaked at $667K in Q1 2019.
648 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2019.

Based on New England Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.