NewFocus Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

NewFocus Financial 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
2020 Q4	$4.28M	Buy	36,491 +130	+0.4%	+$15.1K	1.26%	25
2020 Q3	$4.21M	Sell	36,361 -509	-1%	-$59.1K	1.4%	19
2020 Q2	$4.25M	Buy	36,870 +33,790	+1,097%	+$3.84M	1.53%	17
2020 Q1	$348K	Buy	+3,080	New	+$352K	0.16%	68
2019 Q1	–	Sell	-23,526	Closed	-$2.56M	–	88
2018 Q4	$2.56M	Buy	+23,526	New	+$2.53M	1.51%	20

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewFocus Financial Group's MUB Position: Q4 2020 in Review

NewFocus Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.36% in Q4 2020, buying an estimated $15.1K and bringing the position to 36,491 shares worth $4.28M. The position accounts for 1.26% of the portfolio, ranked #25.

NewFocus Financial Group first reported a position in MUB in Q4 2018 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold MUB as of Q4 2020.

NewFocus Financial Group held 36,491 shares of iShares National Muni Bond ETF worth $4.28M as of Q4 2020.
NewFocus Financial Group bought 130 iShares National Muni Bond ETF shares in Q4 2020, an estimated $15.1K.
iShares National Muni Bond ETF made up 1.26% of NewFocus Financial Group's portfolio in Q4 2020, its #25 holding.
NewFocus Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 5 quarters since.
993 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.