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Portfolio Strategies (Washington)’s iShares National Muni Bond ETF MUB Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q3 		– Sell
-1,652
Closed -$182K – 70
2017
Q2 		$182K Buy
+1,652
New +$182K 0.26% 34
2017
Q1 		– Sell
-1,690
Closed -$183K – 90
2016
Q4 		$183K Buy
+1,690
New +$185K 0.21% 35

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Portfolio Strategies (Washington)'s MUB Position: Q3 2017 in Review

Portfolio Strategies (Washington) sold out of iShares National Muni Bond ETF (MUB) in Q3 2017, closing a stake of 1,652 shares — an estimated $182K sold.

Portfolio Strategies (Washington) first reported a position in MUB in Q4 2016 and held it in 2 quarters. The position peaked at $183K in Q4 2016. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

  • Portfolio Strategies (Washington) reported no remaining iShares National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 1,652 iShares National Muni Bond ETF shares in Q3 2017, an estimated $182K.
  • Portfolio Strategies (Washington) first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 2 quarters.
  • Portfolio Strategies (Washington)'s iShares National Muni Bond ETF position peaked at $183K in Q4 2016.
  • 446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q3 2017, filed 14 Nov 2017.