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New England Investment & Retirement Group’s iShares National Muni Bond ETF MUB Stock Holding History

New England Investment & Retirement Group’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
-2,280
Closed -$248K – 54
2017
Q1 		$248K Buy
2,280
+430
+23% +$46.6K 0.14% 48
2016
Q4 		$200K Buy
+1,850
New +$203K 0.11% 56

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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

New England Investment & Retirement Group's MUB Position: Q2 2017 in Review

New England Investment & Retirement Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2017, closing a stake of 2,280 shares — an estimated $248K sold.

New England Investment & Retirement Group first reported a position in MUB in Q4 2016 and held it in 2 quarters. The position peaked at $248K in Q1 2017. 442 funds tracked by Wall St. Rank hold MUB as of Q2 2017.

  • New England Investment & Retirement Group reported no remaining iShares National Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
  • New England Investment & Retirement Group sold 2,280 iShares National Muni Bond ETF shares in Q2 2017, an estimated $248K.
  • New England Investment & Retirement Group first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 2 quarters.
  • New England Investment & Retirement Group's iShares National Muni Bond ETF position peaked at $248K in Q1 2017.
  • 442 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2017.

Based on New England Investment & Retirement Group's 13F filing for Q2 2017, filed 1 Aug 2017.