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Sterling Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Sterling Investment 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
2019
Q1 		– Sell
-2,258
Closed -$246K – 63
2018
Q4 		$246K Buy
+2,258
New +$243K 0.21% 51

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Creative Planning
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Northwestern Mutual Wealth Management
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Sterling Investment Management's MUB Position: Q1 2019 in Review

Sterling Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2019, closing a stake of 2,258 shares — an estimated $246K sold.

Sterling Investment Management first reported a position in MUB in Q4 2018 and held it in 1 quarter. The position peaked at $246K in Q4 2018. 616 funds tracked by Wall St. Rank hold MUB as of Q1 2019.

  • Sterling Investment Management reported no remaining iShares National Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Sterling Investment Management sold 2,258 iShares National Muni Bond ETF shares in Q1 2019, an estimated $246K.
  • Sterling Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • Sterling Investment Management's iShares National Muni Bond ETF position peaked at $246K in Q4 2018.
  • 616 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2019.

Based on Sterling Investment Management's 13F filing for Q1 2019, filed 24 Apr 2019.