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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 $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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.