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Ruggie Capital Group’s iShares National Muni Bond ETF MUB Stock Holding History

Ruggie Capital Group’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
Q1 		– Sell
-211
Closed -$23K – 342
2018
Q4 		$23K Buy
+211
New +$22.7K 0.01% 247

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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 $374B AUM 17.66% 1-Year Est. Return

Ruggie Capital Group's MUB Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2019, closing a stake of 211 shares — an estimated $23K sold.

Ruggie Capital Group first reported a position in MUB in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 616 funds tracked by Wall St. Rank hold MUB as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares National Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 211 iShares National Muni Bond ETF shares in Q1 2019, an estimated $23K.
  • Ruggie Capital Group first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's iShares National Muni Bond ETF position peaked at $23K in Q4 2018.
  • 616 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.