Brick & Kyle Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-425	Closed	-$46K	–	255
2017 Q1	$46K	Hold	425	–	–	0.04%	188
2016 Q4	$46K	Hold	425	–	–	0.04%	184
2016 Q3	$48K	Hold	425	–	–	0.04%	181
2016 Q2	$48K	Hold	425	–	–	0.04%	182
2016 Q1	$47K	Hold	425	–	–	0.04%	177
2015 Q4	$47K	Hold	425	–	–	0.04%	176
2015 Q3	$47K	Hold	425	–	–	0.04%	173
2015 Q2	$46K	Hold	425	–	–	0.04%	183
2015 Q1	$47K	Hold	425	–	–	0.04%	180
2014 Q4	$47K	Buy	+425	New	+$46.7K	0.04%	179

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

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

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

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

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

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

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

Brick & Kyle Associates's MUB Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares National Muni Bond ETF (MUB) in Q2 2017, closing a stake of 425 shares — an estimated $46K sold.

Brick & Kyle Associates first reported a position in MUB in Q4 2014 and held it in 10 quarters. The position peaked at $48K in Q3 2016. 442 funds tracked by Wall St. Rank hold MUB as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares National Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 425 iShares National Muni Bond ETF shares in Q2 2017, an estimated $46K.
Brick & Kyle Associates first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares National Muni Bond ETF position peaked at $48K in Q3 2016.
442 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.