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XML Securities’s iShares National Muni Bond ETF MUB Stock Holding History

XML Securities’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
Q1 		$1.92M Buy
17,621
+1,600
+10% +$175K 2.38% 12
2017
Q4 		$1.77M Buy
+16,021
New +$1.77M 2.28% 16

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

XML Securities's MUB Position: Q1 2018 in Review

XML Securities increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q1 2018, buying an estimated $175K and bringing the position to 17,621 shares worth $1.92M. The position accounts for 2.38% of the portfolio, ranked #12.

XML Securities first reported a position in MUB in Q4 2017 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • XML Securities held 17,621 shares of iShares National Muni Bond ETF worth $1.92M as of Q1 2018.
  • XML Securities bought 1,600 iShares National Muni Bond ETF shares in Q1 2018, an estimated $175K.
  • iShares National Muni Bond ETF made up 2.38% of XML Securities's portfolio in Q1 2018, its #12 holding.
  • XML Securities first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.