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Ronald Blue & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Ronald Blue & Co’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
Q1 		– Sell
-6,317
Closed -$683K – 259
2016
Q4 		$683K Buy
+6,317
New +$692K 0.03% 95
2016
Q2 		– Sell
-2,290
Closed -$256K – 239
2016
Q1 		$256K Sell
2,290
-998
-30% -$111K 0.01% 154
2015
Q4 		$364K Buy
+3,288
New +$361K 0.02% 115
2014
Q1 		– Sell
-12,933
Closed -$1.34M – 341
2013
Q4 		$1.34M Buy
12,933
+8,584
+197% +$895K 0.1% 62
2013
Q3 		$454K Buy
+4,349
New +$449K 0.04% 137

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ronald Blue & Co's MUB Position: Q1 2017 in Review

Ronald Blue & Co sold out of iShares National Muni Bond ETF (MUB) in Q1 2017, closing a stake of 6,317 shares — an estimated $683K sold.

Ronald Blue & Co first reported a position in MUB in Q3 2013 and held it in 5 quarters. The position peaked at $1.34M in Q4 2013. 436 funds tracked by Wall St. Rank hold MUB as of Q1 2017.

  • Ronald Blue & Co reported no remaining iShares National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Ronald Blue & Co sold 6,317 iShares National Muni Bond ETF shares in Q1 2017, an estimated $683K.
  • Ronald Blue & Co first reported a position in iShares National Muni Bond ETF in Q3 2013 and held it in 5 quarters.
  • Ronald Blue & Co's iShares National Muni Bond ETF position peaked at $1.34M in Q4 2013.
  • 436 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2017.

Based on Ronald Blue & Co's 13F filing for Q1 2017, filed 10 May 2017.