BJ
MUB icon

Brouwer & Janachowski’s iShares National Muni Bond ETF MUB Stock Holding History

Brouwer & Janachowski’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
2016
Q4 		– Sell
-3,750
Closed -$423K – 54
2016
Q3 		$423K Hold
3,750
– – 0.11% 33
2016
Q2 		$427K Sell
3,750
-2,000
-35% -$225K 0.12% 35
2016
Q1 		$642K Buy
+5,750
New +$640K 0.22% 30

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Brouwer & Janachowski's MUB Position: Q4 2016 in Review

Brouwer & Janachowski sold out of iShares National Muni Bond ETF (MUB) in Q4 2016, closing a stake of 3,750 shares — an estimated $423K sold.

Brouwer & Janachowski first reported a position in MUB in Q1 2016 and held it in 3 quarters. The position peaked at $642K in Q1 2016. 437 funds tracked by Wall St. Rank hold MUB as of Q4 2016.

  • Brouwer & Janachowski reported no remaining iShares National Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Brouwer & Janachowski sold 3,750 iShares National Muni Bond ETF shares in Q4 2016, an estimated $423K.
  • Brouwer & Janachowski first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 3 quarters.
  • Brouwer & Janachowski's iShares National Muni Bond ETF position peaked at $642K in Q1 2016.
  • 437 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2016.

Based on Brouwer & Janachowski's 13F filing for Q4 2016, filed 31 Jan 2017.