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

Cedar Capital’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
Q1 		– Sell
-2,300
Closed -$255K – 78
2015
Q4 		$255K Buy
+2,300
New +$252K 0.06% 65

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Capital's MUB Position: Q1 2016 in Review

Cedar Capital sold out of iShares National Muni Bond ETF (MUB) in Q1 2016, closing a stake of 2,300 shares — an estimated $255K sold.

Cedar Capital first reported a position in MUB in Q4 2015 and held it in 1 quarter. The position peaked at $255K in Q4 2015. 360 funds tracked by Wall St. Rank hold MUB as of Q1 2016.

  • Cedar Capital reported no remaining iShares National Muni Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Cedar Capital sold 2,300 iShares National Muni Bond ETF shares in Q1 2016, an estimated $255K.
  • Cedar Capital first reported a position in iShares National Muni Bond ETF in Q4 2015 and held it in 1 quarter.
  • Cedar Capital's iShares National Muni Bond ETF position peaked at $255K in Q4 2015.
  • 360 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2016.

Based on Cedar Capital's 13F filing for Q1 2016, filed 12 May 2016.