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Wealth & Pension Services Group’s iShares National Muni Bond ETF MUB Stock Holding History

Wealth & Pension 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
2019
Q3 		$329K Hold
2,883
– – 0.24% 93
2019
Q2 		$326K Hold
2,883
– – 0.24% 91
2019
Q1 		$321K Buy
2,883
+1
+0% +$110 0.25% 89
2018
Q4 		$314K Hold
2,882
– – 0.28% 82
2018
Q3 		$311K Buy
+2,882
New +$313K 0.31% 65

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth & Pension Services Group's MUB Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares National Muni Bond ETF (MUB) position steady in Q3 2019 at 2,883 shares worth $329K. The position accounts for 0.24% of the portfolio, ranked #93.

Wealth & Pension Services Group first reported a position in MUB in Q3 2018 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold MUB as of Q3 2019.

  • Wealth & Pension Services Group held 2,883 shares of iShares National Muni Bond ETF worth $329K as of Q3 2019.
  • Wealth & Pension Services Group left its iShares National Muni Bond ETF share count unchanged in Q3 2019.
  • iShares National Muni Bond ETF made up 0.24% of Wealth & Pension Services Group's portfolio in Q3 2019, its #93 holding.
  • Wealth & Pension Services Group first reported a position in iShares National Muni Bond ETF in Q3 2018 and has held it in 5 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.