B. Riley Financial’s iShares National Muni Bond ETF MUB Stock Holding History

B. Riley Financial’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 Q4	–	Sell	-10,108	Closed	-$1.09M	–	164
2018 Q3	$1.09M	Hold	10,108	–	–	0.31%	59
2018 Q2	$1.1M	Hold	10,108	–	–	0.29%	66
2018 Q1	$1.1M	Hold	10,108	–	–	0.31%	78
2017 Q4	$1.12M	Sell	10,108 -538	-5%	-$59.5K	0.29%	78
2017 Q3	$1.18M	Buy	10,646 +1,888	+22%	+$209K	0.32%	87
2017 Q2	$964K	Buy	8,758 +229	+3%	+$25.2K	0.26%	92
2017 Q1	$929K	Buy	8,529 +949	+13%	+$103K	0.47%	56
2016 Q4	$820K	Buy	7,580 +560	+8%	+$61.3K	0.55%	50
2016 Q3	$792K	Sell	7,020 -430	-6%	-$48.7K	0.51%	44
2016 Q2	$849K	Buy	7,450 +225	+3%	+$25.3K	0.49%	41
2016 Q1	$807K	Sell	7,225 -219	-3%	-$24.4K	0.59%	41
2015 Q4	$824K	Buy	+7,444	New	+$817K	0.59%	41

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

B. Riley Financial's MUB Position: Q4 2018 in Review

B. Riley Financial sold out of iShares National Muni Bond ETF (MUB) in Q4 2018, closing a stake of 10,108 shares — an estimated $1.09M sold.

B. Riley Financial first reported a position in MUB in Q4 2015 and held it in 12 quarters. The position peaked at $1.18M in Q3 2017. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

B. Riley Financial reported no remaining iShares National Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
B. Riley Financial sold 10,108 iShares National Muni Bond ETF shares in Q4 2018, an estimated $1.09M.
B. Riley Financial first reported a position in iShares National Muni Bond ETF in Q4 2015 and held it in 12 quarters.
B. Riley Financial's iShares National Muni Bond ETF position peaked at $1.18M in Q3 2017.
597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.