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Paloma Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Paloma Partners’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 		– Sell
-16,737
Closed -$1.91M – 2382
2019
Q3 		$1.91M Buy
16,737
+6,703
+67% +$765K 0.04% 451
2019
Q2 		$1.14M Buy
+10,034
New +$1.12M 0.02% 651

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Paloma Partners's MUB Position: Q4 2019 in Review

Paloma Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2019, closing a stake of 16,737 shares — an estimated $1.91M sold.

Paloma Partners first reported a position in MUB in Q2 2019 and held it in 2 quarters. The position peaked at $1.91M in Q3 2019. 800 funds tracked by Wall St. Rank hold MUB as of Q4 2019.

  • Paloma Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Paloma Partners sold 16,737 iShares National Muni Bond ETF shares in Q4 2019, an estimated $1.91M.
  • Paloma Partners first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 2 quarters.
  • Paloma Partners's iShares National Muni Bond ETF position peaked at $1.91M in Q3 2019.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2019.

Based on Paloma Partners's 13F filing for Q4 2019, filed 14 Feb 2020.