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

Gupta Wealth 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
2016 Q1	$413K	Buy	3,696 +370	+11%	+$41.2K	0.1%	156
2015 Q4	$368K	Buy	3,326 +117	+4%	+$12.8K	0.09%	169
2015 Q3	$352K	Hold	3,209	–	–	0.09%	171
2015 Q2	$347K	Hold	3,209	–	–	0.09%	183
2015 Q1	$355K	Buy	+3,209	New	+$355K	0.1%	156

Other funds holding MUB

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's MUB Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q1 2016, buying an estimated $41.2K and bringing the position to 3,696 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #156.

Gupta Wealth Management first reported a position in MUB in Q1 2015 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold MUB as of Q1 2016.

Gupta Wealth Management held 3,696 shares of iShares National Muni Bond ETF worth $413K as of Q1 2016.
Gupta Wealth Management bought 370 iShares National Muni Bond ETF shares in Q1 2016, an estimated $41.2K.
iShares National Muni Bond ETF made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #156 holding.
Gupta Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.