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WealthShield’s iShares National Muni Bond ETF MUB Stock Holding History

WealthShield’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
2017
Q4 		$2.34M Buy
+21,165
New +$2.34M 1.43% 20

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthShield's MUB Position: Q4 2017 in Review

WealthShield opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2017: 21,165 shares worth $2.34M. The stake represents 1.43% of the portfolio and ranks #20 among its holdings.

524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

  • WealthShield held 21,165 shares of iShares National Muni Bond ETF worth $2.34M as of Q4 2017.
  • iShares National Muni Bond ETF was a new WealthShield position in Q4 2017.
  • iShares National Muni Bond ETF made up 1.43% of WealthShield's portfolio in Q4 2017, its #20 holding.
  • 524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.