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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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Starfire Investment Advisers's MUB Position: Q2 2020 in Review

Starfire Investment Advisers held its iShares National Muni Bond ETF (MUB) position steady in Q2 2020 at 6,191 shares worth $714K. The position accounts for 0.34% of the portfolio, ranked #76.

Starfire Investment Advisers first reported a position in MUB in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.29M in Q2 2017. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • Starfire Investment Advisers held 6,191 shares of iShares National Muni Bond ETF worth $714K as of Q2 2020.
  • Starfire Investment Advisers left its iShares National Muni Bond ETF share count unchanged in Q2 2020.
  • iShares National Muni Bond ETF made up 0.34% of Starfire Investment Advisers's portfolio in Q2 2020, its #76 holding.
  • Starfire Investment Advisers first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares National Muni Bond ETF position peaked at $2.29M in Q2 2017.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.