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MUB icon

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

Bellecapital’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
2014
Q3 		– Sell
-2,240
Closed -$243K – 61
2014
Q2 		$243K Sell
2,240
-200
-8% -$21.6K 0.24% 64
2014
Q1 		$261K Buy
2,440
+200
+9% +$21.2K 0.23% 66
2013
Q4 		$232K Buy
+2,240
New +$234K 0.22% 68

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W
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BTS
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Wells Fargo
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Morgan Stanley
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U
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Creative Planning
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MLICM
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return