Signature Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

Signature Financial Management’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 Q4	$371K	Hold	3,406	–	–	0.09%	80
2018 Q3	$368K	Hold	3,406	–	–	0.07%	106
2018 Q2	$371K	Sell	3,406 -918	-21%	-$99.6K	0.08%	100
2018 Q1	$471K	Hold	4,324	–	–	0.1%	86
2017 Q4	$479K	Hold	4,324	–	–	0.13%	73
2017 Q3	$479K	Hold	4,324	–	–	0.15%	89
2017 Q2	$476K	Hold	4,324	–	–	0.15%	80
2017 Q1	$471K	Hold	4,324	–	–	0.15%	79
2016 Q4	$468K	Hold	4,324	–	–	0.18%	75
2016 Q3	$488K	Buy	+4,324	New	+$490K	0.2%	62

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signature Financial Management's MUB Position: Q4 2018 in Review

Signature Financial Management held its iShares National Muni Bond ETF (MUB) position steady in Q4 2018 at 3,406 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #80.

Signature Financial Management first reported a position in MUB in Q3 2016 and has held it in 10 quarters since. The position peaked at $488K in Q3 2016. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

Signature Financial Management held 3,406 shares of iShares National Muni Bond ETF worth $371K as of Q4 2018.
Signature Financial Management left its iShares National Muni Bond ETF share count unchanged in Q4 2018.
iShares National Muni Bond ETF made up 0.09% of Signature Financial Management's portfolio in Q4 2018, its #80 holding.
Signature Financial Management first reported a position in iShares National Muni Bond ETF in Q3 2016 and has held it in 10 quarters since.
Signature Financial Management's iShares National Muni Bond ETF position peaked at $488K in Q3 2016.
597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.