Baird’s iShares National Muni Bond ETF MUB Stock Holding History

Baird’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
2015 Q1	$2.18M	Buy	19,693 +665	+3%	+$73.6K	0.02%	529
2014 Q4	$2.1M	Sell	19,028 -9,917	-34%	-$1.09M	0.02%	536
2014 Q3	$3.17M	Sell	28,945 -895	-3%	-$97.6K	0.04%	348
2014 Q2	$3.24M	Sell	29,840 -236	-0.8%	-$25.5K	0.05%	358
2014 Q1	$3.22M	Sell	30,076 -9,046	-23%	-$960K	0.05%	374
2013 Q4	$4.06M	Buy	39,122 +10,104	+35%	+$1.05M	0.07%	300
2013 Q3	$3.03M	Buy	29,018 +9,669	+50%	+$999K	0.06%	362
2013 Q2	$2.03M	Buy	+19,349	New	+$2.12M	0.04%	412

Other funds holding MUB

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baird's MUB Position: Q1 2015 in Review

Baird increased its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q1 2015, buying an estimated $73.6K and bringing the position to 19,693 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #529.

Baird first reported a position in MUB in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.06M in Q4 2013. 295 funds tracked by Wall St. Rank hold MUB as of Q1 2015.

Baird held 19,693 shares of iShares National Muni Bond ETF worth $2.18M as of Q1 2015.
Baird bought 665 iShares National Muni Bond ETF shares in Q1 2015, an estimated $73.6K.
iShares National Muni Bond ETF made up 0.02% of Baird's portfolio in Q1 2015, its #529 holding.
Baird first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 8 quarters since.
Baird's iShares National Muni Bond ETF position peaked at $4.06M in Q4 2013.
295 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.