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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return