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Oak Point Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Oak Point Wealth 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
2018
Q1 		$2.13M Sell
19,599
-738
-4% -$80.5K 2.17% 11
2017
Q4 		$2.26M Buy
+20,337
New +$2.25M 2.23% 13

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

Oak Point Wealth Management's MUB Position: Q1 2018 in Review

Oak Point Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q1 2018, selling an estimated $80.5K and leaving 19,599 shares worth $2.13M. The position accounts for 2.17% of the portfolio, ranked #11.

Oak Point Wealth Management first reported a position in MUB in Q4 2017 and has held it in 2 quarters since. The position peaked at $2.26M in Q4 2017. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • Oak Point Wealth Management held 19,599 shares of iShares National Muni Bond ETF worth $2.13M as of Q1 2018.
  • Oak Point Wealth Management sold 738 iShares National Muni Bond ETF shares in Q1 2018, an estimated $80.5K.
  • iShares National Muni Bond ETF made up 2.17% of Oak Point Wealth Management's portfolio in Q1 2018, its #11 holding.
  • Oak Point Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's iShares National Muni Bond ETF position peaked at $2.26M in Q4 2017.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.