OptiFour Integrated Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

OptiFour Integrated 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
2019 Q4	$4.43M	Sell	38,875 -412	-1%	-$46.9K	3.04%	11
2019 Q3	$4.48M	Sell	39,287 -891	-2%	-$102K	3.18%	11
2019 Q2	$4.54M	Sell	40,178 -1,036	-3%	-$116K	3.17%	11
2019 Q1	$4.58M	Buy	41,214 +752	+2%	+$82.5K	3.74%	11
2018 Q4	$4.41M	Sell	40,462 -60,471	-60%	-$6.51M	4.03%	10
2018 Q3	$10.9M	Buy	100,933 +10,853	+12%	+$1.18M	8.97%	4
2018 Q2	$9.82M	Buy	90,080 +2,182	+2%	+$237K	8.49%	4
2018 Q1	$9.57M	Buy	87,898 +2,720	+3%	+$297K	8%	4
2017 Q4	$9.43M	Buy	+85,178	New	+$9.43M	7.89%	4

Other funds holding MUB

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

OptiFour Integrated Wealth Management's MUB Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 1% in Q4 2019, selling an estimated $46.9K and leaving 38,875 shares worth $4.43M. The position accounts for 3.04% of the portfolio, ranked #11.

OptiFour Integrated Wealth Management first reported a position in MUB in Q4 2017 and has held it in 9 quarters since. The position peaked at $10.9M in Q3 2018. 800 funds tracked by Wall St. Rank hold MUB as of Q4 2019.

OptiFour Integrated Wealth Management held 38,875 shares of iShares National Muni Bond ETF worth $4.43M as of Q4 2019.
OptiFour Integrated Wealth Management sold 412 iShares National Muni Bond ETF shares in Q4 2019, an estimated $46.9K.
iShares National Muni Bond ETF made up 3.04% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #11 holding.
OptiFour Integrated Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's iShares National Muni Bond ETF position peaked at $10.9M in Q3 2018.
800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.