WFG Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

WFG Advisors’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 Q2	$555K	Buy	5,037 +1,052	+26%	+$116K	0.13%	191
2017 Q1	$434K	Buy	3,985 +989	+33%	+$107K	0.12%	191
2016 Q4	$324K	Buy	2,996 +2,482	+483%	+$272K	0.08%	268
2016 Q3	$58K	Buy	514 +169	+49%	+$19.1K	0.01%	669
2016 Q2	$39K	Buy	345 +100	+41%	+$11.3K	0.01%	754
2016 Q1	$27K	Sell	245 -24	-9%	-$2.67K	0.01%	820
2015 Q4	$30K	Hold	269	–	–	0.01%	793
2015 Q3	$29K	Sell	269 -9	-3%	-$979	0.01%	781
2015 Q2	$30K	Hold	278	–	–	0.01%	869
2015 Q1	$31K	Sell	278 -300	-52%	-$33.2K	0.01%	861
2014 Q4	$64K	Hold	578	–	–	0.01%	793
2014 Q3	$63K	Sell	578 -53	-8%	-$5.78K	0.01%	835
2014 Q2	$69K	Hold	631	–	–	0.01%	792
2014 Q1	$68K	Sell	631 -309	-33%	-$32.8K	0.01%	782
2013 Q4	$97K	Sell	940 -327	-26%	-$34.1K	0.01%	754
2013 Q3	$132K	Buy	1,267 +526	+71%	+$54.3K	0.02%	611
2013 Q2	$78K	Buy	+741	New	+$81.1K	0.01%	745

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WFG Advisors's MUB Position: Q2 2017 in Review

WFG Advisors increased its iShares National Muni Bond ETF (MUB) stake by 26% in Q2 2017, buying an estimated $116K and bringing the position to 5,037 shares worth $555K. The position accounts for 0.13% of the portfolio, ranked #191.

WFG Advisors first reported a position in MUB in Q2 2013 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold MUB as of Q2 2017.

WFG Advisors held 5,037 shares of iShares National Muni Bond ETF worth $555K as of Q2 2017.
WFG Advisors bought 1,052 iShares National Muni Bond ETF shares in Q2 2017, an estimated $116K.
iShares National Muni Bond ETF made up 0.13% of WFG Advisors's portfolio in Q2 2017, its #191 holding.
WFG Advisors first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.