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

SFMG Wealth Advisors’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
2015
Q2 		– Sell
-3,126
Closed -$346K – 149
2015
Q1 		$346K Buy
+3,126
New +$346K 0.03% 124

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFMG Wealth Advisors's MUB Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2015, closing a stake of 3,126 shares — an estimated $346K sold.

SFMG Wealth Advisors first reported a position in MUB in Q1 2015 and held it in 1 quarter. The position peaked at $346K in Q1 2015. 289 funds tracked by Wall St. Rank hold MUB as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,126 iShares National Muni Bond ETF shares in Q2 2015, an estimated $346K.
  • SFMG Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's iShares National Muni Bond ETF position peaked at $346K in Q1 2015.
  • 289 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.