Edgewood Management’s iShares National Muni Bond ETF MUB Stock Holding History

Edgewood Management’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
2018 Q3	–	Sell	-2,000	Closed	-$218K	–	74
2018 Q2	$218K	Hold	2,000	–	–	﹤0.01%	65
2018 Q1	$218K	Hold	2,000	–	–	﹤0.01%	67
2017 Q4	$221K	Hold	2,000	–	–	﹤0.01%	80
2017 Q3	$222K	Hold	2,000	–	–	﹤0.01%	75
2017 Q2	$220K	Hold	2,000	–	–	﹤0.01%	77
2017 Q1	$218K	Hold	2,000	–	–	﹤0.01%	77
2016 Q4	$216K	Buy	+2,000	New	+$219K	﹤0.01%	80

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management's MUB Position: Q3 2018 in Review

Edgewood Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2018, closing a stake of 2,000 shares — an estimated $218K sold.

Edgewood Management first reported a position in MUB in Q4 2016 and held it in 7 quarters. The position peaked at $222K in Q3 2017. 506 funds tracked by Wall St. Rank hold MUB as of Q3 2018.

Edgewood Management reported no remaining iShares National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Edgewood Management sold 2,000 iShares National Muni Bond ETF shares in Q3 2018, an estimated $218K.
Edgewood Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Edgewood Management's iShares National Muni Bond ETF position peaked at $222K in Q3 2017.
506 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2018.

Based on Edgewood Management's 13F filing for Q3 2018, filed 13 Nov 2018.