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

Forward 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
2015
Q4 		– Sell
-265
Closed -$29K – 277
2015
Q3 		$29K Hold
265
– – ﹤0.01% 251
2015
Q2 		$29K Hold
265
– – ﹤0.01% 303
2015
Q1 		$29K Hold
265
– – ﹤0.01% 356
2014
Q4 		$29K Hold
265
– – ﹤0.01% 370
2014
Q3 		$29K Hold
265
– – ﹤0.01% 364
2014
Q2 		$29K Hold
265
– – ﹤0.01% 341
2014
Q1 		$28K Hold
265
– – ﹤0.01% 332
2013
Q4 		$27K Hold
265
– – ﹤0.01% 353
2013
Q3 		$28K Hold
265
– – ﹤0.01% 349
2013
Q2 		$28K Buy
+265
New +$29K ﹤0.01% 337

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return