SGAM
MUB icon

Steinberg Global Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Steinberg Global Asset Management’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
Q1 		– Sell
-2,700
Closed -$299K – 240
2017
Q4 		$299K Sell
2,700
-355
-12% -$39.3K 0.04% 216
2017
Q3 		$339K Hold
3,055
– – 0.05% 199
2017
Q2 		$336K Buy
+3,055
New +$336K 0.05% 205

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
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steinberg Global Asset Management's MUB Position: Q1 2018 in Review

Steinberg Global Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2018, closing a stake of 2,700 shares — an estimated $299K sold.

Steinberg Global Asset Management first reported a position in MUB in Q2 2017 and held it in 3 quarters. The position peaked at $339K in Q3 2017. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • Steinberg Global Asset Management reported no remaining iShares National Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Steinberg Global Asset Management sold 2,700 iShares National Muni Bond ETF shares in Q1 2018, an estimated $299K.
  • Steinberg Global Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 3 quarters.
  • Steinberg Global Asset Management's iShares National Muni Bond ETF position peaked at $339K in Q3 2017.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on Steinberg Global Asset Management's 13F filing for Q1 2018, filed 13 Apr 2018.