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

Sound View 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
2019
Q1 		$1.65M Buy
14,862
+6,000
+68% +$658K 0.52% 60
2018
Q4 		$966K Buy
+8,862
New +$954K 0.35% 83

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

Sound View Wealth Advisors's MUB Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 68% in Q1 2019, buying an estimated $658K and bringing the position to 14,862 shares worth $1.65M. The position accounts for 0.52% of the portfolio, ranked #60.

Sound View Wealth Advisors first reported a position in MUB in Q4 2018 and has held it in 2 quarters since. 616 funds tracked by Wall St. Rank hold MUB as of Q1 2019.

  • Sound View Wealth Advisors held 14,862 shares of iShares National Muni Bond ETF worth $1.65M as of Q1 2019.
  • Sound View Wealth Advisors bought 6,000 iShares National Muni Bond ETF shares in Q1 2019, an estimated $658K.
  • iShares National Muni Bond ETF made up 0.52% of Sound View Wealth Advisors's portfolio in Q1 2019, its #60 holding.
  • Sound View Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.