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Willingdon Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-31
Closed -$4K – 355
2019
Q4 		$4K Buy
+31
New +$3.53K ﹤0.01% 291

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Willingdon Wealth Management's MUB Position: Q1 2020 in Review

Willingdon Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2020, closing a stake of 31 shares — an estimated $4K sold.

Willingdon Wealth Management first reported a position in MUB in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 817 funds tracked by Wall St. Rank hold MUB as of Q1 2020.

  • Willingdon Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 31 iShares National Muni Bond ETF shares in Q1 2020, an estimated $4K.
  • Willingdon Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares National Muni Bond ETF position peaked at $4K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.