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Stratford Consulting’s iShares National Muni Bond ETF MUB Stock Holding History

Stratford Consulting’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
Q1 		$389K Buy
3,441
+2,997
+675% +$342K 0.18% 41
2019
Q4 		$51K Buy
+444
New +$50.6K 0.02% 74

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stratford Consulting's MUB Position: Q1 2020 in Review

Stratford Consulting increased its iShares National Muni Bond ETF (MUB) stake by 675% in Q1 2020, buying an estimated $342K and bringing the position to 3,441 shares worth $389K. The position accounts for 0.18% of the portfolio, ranked #41.

Stratford Consulting first reported a position in MUB in Q4 2019 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold MUB as of Q1 2020.

  • Stratford Consulting held 3,441 shares of iShares National Muni Bond ETF worth $389K as of Q1 2020.
  • Stratford Consulting bought 2,997 iShares National Muni Bond ETF shares in Q1 2020, an estimated $342K.
  • iShares National Muni Bond ETF made up 0.18% of Stratford Consulting's portfolio in Q1 2020, its #41 holding.
  • Stratford Consulting first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.