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Spectrum Financial Alliance’s iShares National Muni Bond ETF MUB Stock Holding History

Spectrum Financial Alliance’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 		– Sell
-174
Closed -$18K – 115
2018
Q3 		$18K Hold
174
– – 0.01% 56
2018
Q2 		$18K Hold
174
– – 0.01% 56
2018
Q1 		$18K Buy
+174
New +$19K 0.01% 52

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Financial Alliance's MUB Position: Q4 2018 in Review

Spectrum Financial Alliance sold out of iShares National Muni Bond ETF (MUB) in Q4 2018, closing a stake of 174 shares — an estimated $18K sold.

Spectrum Financial Alliance first reported a position in MUB in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

  • Spectrum Financial Alliance reported no remaining iShares National Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 174 iShares National Muni Bond ETF shares in Q4 2018, an estimated $18K.
  • Spectrum Financial Alliance first reported a position in iShares National Muni Bond ETF in Q1 2018 and held it in 3 quarters.
  • Spectrum Financial Alliance's iShares National Muni Bond ETF position peaked at $18K in Q3 2018.
  • 597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on Spectrum Financial Alliance's 13F filing for Q4 2018, filed 15 Feb 2019.