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Northstar Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Northstar Investment Advisors’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
2018
Q1 		– Sell
-2,615
Closed -$290K – 114
2017
Q4 		$290K Hold
2,615
– – 0.05% 100
2017
Q3 		$290K Sell
2,615
-4,440
-63% -$493K 0.06% 98
2017
Q2 		$777K Hold
7,055
– – 0.16% 71
2017
Q1 		$769K Sell
7,055
-530
-7% -$57.5K 0.16% 72
2016
Q4 		$821K Buy
7,585
+4,440
+141% +$486K 0.18% 69
2016
Q3 		$351K Sell
3,145
-3,145
-50% -$356K 0.08% 84
2016
Q2 		$717K Hold
6,290
– – 0.17% 67
2016
Q1 		$702K Hold
6,290
– – 0.17% 65
2015
Q4 		$696K Hold
6,290
– – 0.18% 69
2015
Q3 		$689K Sell
6,290
-670
-10% -$72.9K 0.19% 69
2015
Q2 		$753K Sell
6,960
-8,130
-54% -$886K 0.19% 70
2015
Q1 		$1.67M Sell
15,090
-4,855
-24% -$537K 0.43% 59
2014
Q4 		$2.2M Buy
19,945
+3,735
+23% +$410K 0.55% 58
2014
Q3 		$1.78M Buy
16,210
+2,660
+20% +$290K 0.46% 61
2014
Q2 		$1.47M Buy
13,550
+2,100
+18% +$227K 0.38% 64
2014
Q1 		$1.23M Buy
11,450
+2,975
+35% +$316K 0.33% 67
2013
Q4 		$879K Buy
8,475
+890
+12% +$92.8K 0.24% 73
2013
Q3 		$793K Buy
7,585
+4,955
+188% +$512K 0.24% 72
2013
Q2 		$276K Buy
+2,630
New +$288K 0.09% 92

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northstar Investment Advisors's MUB Position: Q1 2018 in Review

Northstar Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2018, closing a stake of 2,615 shares — an estimated $290K sold.

Northstar Investment Advisors first reported a position in MUB in Q2 2013 and held it in 19 quarters. The position peaked at $2.2M in Q4 2014. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • Northstar Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Northstar Investment Advisors sold 2,615 iShares National Muni Bond ETF shares in Q1 2018, an estimated $290K.
  • Northstar Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 19 quarters.
  • Northstar Investment Advisors's iShares National Muni Bond ETF position peaked at $2.2M in Q4 2014.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on Northstar Investment Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.