Summit Equities’s iShares National Muni Bond ETF MUB Stock Holding History

Summit Equities’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 Q3	$1.87M	Buy	17,366 +863	+5%	+$93.8K	0.31%	11
2018 Q2	$1.8M	Buy	16,503 +1,541	+10%	+$167K	0.31%	11
2018 Q1	$1.63M	Sell	14,962 -710	-5%	-$77.4K	0.28%	11
2017 Q4	$1.74M	Buy	15,672 +996	+7%	+$110K	0.3%	11
2017 Q3	$1.63M	Buy	14,676 +2,050	+16%	+$227K	0.3%	11
2017 Q2	$1.39M	Buy	12,626 +5,117	+68%	+$563K	0.28%	11
2017 Q1	$818K	Sell	7,509 -8,267	-52%	-$896K	0.18%	20
2016 Q4	$1.71M	Buy	+15,776	New	+$1.73M	0.42%	9

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Equities's MUB Position: Q3 2018 in Review

Summit Equities increased its iShares National Muni Bond ETF (MUB) stake by 5.2% in Q3 2018, buying an estimated $93.8K and bringing the position to 17,366 shares worth $1.87M. The position accounts for 0.31% of the portfolio, ranked #11.

Summit Equities first reported a position in MUB in Q4 2016 and has held it in 8 quarters since. 507 funds tracked by Wall St. Rank hold MUB as of Q3 2018.

Summit Equities held 17,366 shares of iShares National Muni Bond ETF worth $1.87M as of Q3 2018.
Summit Equities bought 863 iShares National Muni Bond ETF shares in Q3 2018, an estimated $93.8K.
iShares National Muni Bond ETF made up 0.31% of Summit Equities's portfolio in Q3 2018, its #11 holding.
Summit Equities first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 8 quarters since.
507 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.