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

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

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

PNC Financial Services Group

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

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

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

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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

Creative Planning

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