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Simply Money Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Simply Money 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
2018
Q1 		$15.2M Sell
139,317
-4,466
-3% -$487K 2.14% 17
2017
Q4 		$15.9M Sell
143,783
-28,413
-17% -$3.14M 2.06% 15
2017
Q3 		$19.1M Buy
172,196
+17,849
+12% +$1.98M 2.53% 14
2017
Q2 		$17M Buy
154,347
+13,096
+9% +$1.44M 2.32% 15
2017
Q1 		$15.4M Buy
141,251
+17,667
+14% +$1.92M 2.15% 15
2016
Q4 		$13.4M Sell
123,584
-137,200
-53% -$15M 1.92% 15
2016
Q3 		$29.4M Buy
260,784
+16,413
+7% +$1.86M 4.53% 9
2016
Q2 		$27.8M Buy
244,371
+165,113
+208% +$18.6M 4.29% 9
2016
Q1 		$8.85M Buy
79,258
+15,262
+24% +$1.7M 1.35% 19
2015
Q4 		$7.08M Buy
63,996
+218
+0.3% +$23.9K 1.07% 18
2015
Q3 		$6.99M Buy
63,778
+1,345
+2% +$146K 1.08% 19
2015
Q2 		$6.76M Buy
62,433
+98
+0.2% +$10.7K 0.99% 18
2015
Q1 		$6.89M Sell
62,335
-570
-0.9% -$63.1K 1% 19
2014
Q4 		$6.94M Buy
62,905
+13,825
+28% +$1.52M 1.03% 22
2014
Q3 		$5.38M Buy
49,080
+14,220
+41% +$1.55M 0.82% 21
2014
Q2 		$3.79M Sell
34,860
-438
-1% -$47.4K 0.58% 19
2014
Q1 		$3.78M Buy
35,298
+251
+0.7% +$26.6K 0.59% 18
2013
Q4 		$3.64M Buy
35,047
+11,996
+52% +$1.25M 0.61% 17
2013
Q3 		$2.41M Buy
23,051
+542
+2% +$56K 0.41% 16
2013
Q2 		$2.36M Buy
+22,509
New +$2.46M 0.42% 18

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
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simply Money Advisors's MUB Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.1% in Q1 2018, selling an estimated $487K and leaving 139,317 shares worth $15.2M. The position accounts for 2.14% of the portfolio, ranked #17.

Simply Money Advisors first reported a position in MUB in Q2 2013 and has held it in 20 quarters since. The position peaked at $29.4M in Q3 2016. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • Simply Money Advisors held 139,317 shares of iShares National Muni Bond ETF worth $15.2M as of Q1 2018.
  • Simply Money Advisors sold 4,466 iShares National Muni Bond ETF shares in Q1 2018, an estimated $487K.
  • iShares National Muni Bond ETF made up 2.14% of Simply Money Advisors's portfolio in Q1 2018, its #17 holding.
  • Simply Money Advisors first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 20 quarters since.
  • Simply Money Advisors's iShares National Muni Bond ETF position peaked at $29.4M in Q3 2016.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.