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

Price Wealth’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
Q2 		– Sell
-1,250
Closed -$136K – 495
2018
Q1 		$136K Hold
1,250
– – 0.08% 64
2017
Q4 		$138K Buy
+1,250
New +$138K 0.09% 29

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Price Wealth's MUB Position: Q2 2018 in Review

Price Wealth sold out of iShares National Muni Bond ETF (MUB) in Q2 2018, closing a stake of 1,250 shares — an estimated $136K sold.

Price Wealth first reported a position in MUB in Q4 2017 and held it in 2 quarters. The position peaked at $138K in Q4 2017. 505 funds tracked by Wall St. Rank hold MUB as of Q2 2018.

  • Price Wealth reported no remaining iShares National Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Price Wealth sold 1,250 iShares National Muni Bond ETF shares in Q2 2018, an estimated $136K.
  • Price Wealth first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 2 quarters.
  • Price Wealth's iShares National Muni Bond ETF position peaked at $138K in Q4 2017.
  • 505 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2018.

Based on Price Wealth's 13F filing for Q2 2018, filed 8 Aug 2018.