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Capital Planning Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Capital Planning Advisors’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
Q3 		– Sell
-1,948
Closed -$211K – 108
2015
Q2 		$211K Hold
1,948
– – 0.12% 101
2015
Q1 		$215K Hold
1,948
– – 0.15% 95
2014
Q4 		$215K Buy
+1,948
New +$214K 0.19% 84

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $775M AUM 2.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capital Planning Advisors's MUB Position: Q3 2015 in Review

Capital Planning Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2015, closing a stake of 1,948 shares — an estimated $211K sold.

Capital Planning Advisors first reported a position in MUB in Q4 2014 and held it in 3 quarters. The position peaked at $215K in Q1 2015. 296 funds tracked by Wall St. Rank hold MUB as of Q3 2015.

  • Capital Planning Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Capital Planning Advisors sold 1,948 iShares National Muni Bond ETF shares in Q3 2015, an estimated $211K.
  • Capital Planning Advisors first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 3 quarters.
  • Capital Planning Advisors's iShares National Muni Bond ETF position peaked at $215K in Q1 2015.
  • 296 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2015.

Based on Capital Planning Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.