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WealthTrust-Arizona’s iShares National Muni Bond ETF MUB Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-118
Closed -$13K – 694
2018
Q1 		$13K Buy
+118
New +$12.9K 0.01% 358

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthTrust-Arizona's MUB Position: Q2 2018 in Review

WealthTrust-Arizona sold out of iShares National Muni Bond ETF (MUB) in Q2 2018, closing a stake of 118 shares — an estimated $13K sold.

WealthTrust-Arizona first reported a position in MUB in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 506 funds tracked by Wall St. Rank hold MUB as of Q2 2018.

  • WealthTrust-Arizona reported no remaining iShares National Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 118 iShares National Muni Bond ETF shares in Q2 2018, an estimated $13K.
  • WealthTrust-Arizona first reported a position in iShares National Muni Bond ETF in Q1 2018 and held it in 1 quarter.
  • WealthTrust-Arizona's iShares National Muni Bond ETF position peaked at $13K in Q1 2018.
  • 506 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.