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

Patriot 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 Q4	$2.57M	Sell	23,570 -277	-1%	-$29.8K	0.38%	61
2018 Q3	$2.57M	Hold	23,847	–	–	0.32%	61
2018 Q2	$2.6M	Sell	23,847 -4,375	-16%	-$475K	0.36%	61
2018 Q1	$3.07M	Sell	28,222 -3,369	-11%	-$367K	0.44%	62
2017 Q4	$3.5M	Buy	+31,591	New	+$3.5M	0.5%	63

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patriot Wealth Management's MUB Position: Q4 2018 in Review

Patriot Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q4 2018, selling an estimated $29.8K and leaving 23,570 shares worth $2.57M. The position accounts for 0.38% of the portfolio, ranked #61.

Patriot Wealth Management first reported a position in MUB in Q4 2017 and has held it in 5 quarters since. The position peaked at $3.5M in Q4 2017. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

Patriot Wealth Management held 23,570 shares of iShares National Muni Bond ETF worth $2.57M as of Q4 2018.
Patriot Wealth Management sold 277 iShares National Muni Bond ETF shares in Q4 2018, an estimated $29.8K.
iShares National Muni Bond ETF made up 0.38% of Patriot Wealth Management's portfolio in Q4 2018, its #61 holding.
Patriot Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 5 quarters since.
Patriot Wealth Management's iShares National Muni Bond ETF position peaked at $3.5M in Q4 2017.
597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.