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SIA
Starfire Investment Advisers’s
iShares National Muni Bond ETF
MUB
Stock Holding History
Starfire Investment Advisers’s Portfolio
MUB Stock Details
MUB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
$714K
Hold
6,191
–
–
0.34%
76
2020
Q1
$699K
Sell
6,191
-495
-7%
-$56.5K
0.38%
69
2019
Q4
$761K
Hold
6,686
–
–
0.29%
77
2019
Q3
$762K
Sell
6,686
-425
-6%
-$48.5K
0.31%
73
2019
Q2
$804K
Sell
7,111
-879
-11%
-$98.4K
0.36%
66
2019
Q1
$888K
Sell
7,990
-590
-7%
-$64.7K
0.41%
57
2018
Q4
$935K
Sell
8,580
-2,875
-25%
-$309K
0.5%
48
2018
Q3
$1.24M
Sell
11,455
-2,282
-17%
-$248K
0.61%
38
2018
Q2
$1.5M
Sell
13,737
-4,391
-24%
-$477K
0.76%
33
2018
Q1
$1.97M
Buy
18,128
+12,164
+204%
+$1.33M
1.03%
27
2017
Q4
$660K
Buy
+5,964
New
+$660K
0.53%
52
2017
Q3
–
Sell
-20,750
Closed
-$2.29M
–
123
2017
Q2
$2.29M
Buy
20,750
+717
+4%
+$78.8K
1.34%
21
2017
Q1
$2.19M
Sell
20,033
-487
-2%
-$52.8K
1.18%
23
2016
Q4
$2.22M
Buy
20,520
+970
+5%
+$106K
1.27%
21
2016
Q3
$2.2M
Buy
19,550
+1,520
+8%
+$172K
1.3%
21
2016
Q2
$2.05M
Buy
18,030
+4,685
+35%
+$527K
1.41%
20
2016
Q1
$1.49M
Buy
13,345
+2,860
+27%
+$318K
0.98%
27
2015
Q4
$1.16M
Buy
10,485
+5,785
+123%
+$635K
0.8%
34
2015
Q3
$515K
Sell
4,700
-100
-2%
-$10.9K
0.38%
63
2015
Q2
$519K
Buy
4,800
+685
+17%
+$74.6K
0.34%
67
2015
Q1
$455K
Buy
+4,115
New
+$455K
0.3%
81
Other funds holding MUB
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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