SFSG
MUB icon

Stearns Financial Services Group’s iShares National Muni Bond ETF MUB Stock Holding History

Stearns Financial Services Group’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
Q3 		$6K Hold
52
– – ﹤0.01% 201
2020
Q2 		$6K Sell
52
-63
-55% -$7.15K ﹤0.01% 186
2020
Q1 		$13K Buy
+115
New +$13.1K ﹤0.01% 185

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Stearns Financial Services Group's MUB Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares National Muni Bond ETF (MUB) position steady in Q3 2020 at 52 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Stearns Financial Services Group first reported a position in MUB in Q1 2020 and has held it in 3 quarters since. The position peaked at $13K in Q1 2020. 873 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • Stearns Financial Services Group held 52 shares of iShares National Muni Bond ETF worth $6K as of Q3 2020.
  • Stearns Financial Services Group left its iShares National Muni Bond ETF share count unchanged in Q3 2020.
  • iShares National Muni Bond ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #201 holding.
  • Stearns Financial Services Group first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • Stearns Financial Services Group's iShares National Muni Bond ETF position peaked at $13K in Q1 2020.
  • 873 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.