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

Hedeker Wealth’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
Q4 		– Sell
-58
Closed -$515 – 155
2016
Q3 		$515 Buy
+58
New +$6.57K 0.03% 125
2016
Q1 		– Sell
-1,790
Closed -$198K – 136
2015
Q4 		$198K Buy
+1,790
New +$196K 0.18% 81
2015
Q3 		– Sell
-515
Closed -$55K – 137
2015
Q2 		$55K Buy
+515
New +$56.1K 0.04% 109
2015
Q1 		– Sell
-515
Closed -$57K – 132
2014
Q4 		$57K Buy
+515
New +$56.6K 0.05% 99

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Hedeker Wealth's MUB Position: Q4 2016 in Review

Hedeker Wealth sold out of iShares National Muni Bond ETF (MUB) in Q4 2016, closing a stake of 58 shares — an estimated $515 sold.

Hedeker Wealth first reported a position in MUB in Q4 2014 and held it in 4 quarters. The position peaked at $198K in Q4 2015. 437 funds tracked by Wall St. Rank hold MUB as of Q4 2016.

  • Hedeker Wealth reported no remaining iShares National Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Hedeker Wealth sold 58 iShares National Muni Bond ETF shares in Q4 2016, an estimated $515.
  • Hedeker Wealth first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 4 quarters.
  • Hedeker Wealth's iShares National Muni Bond ETF position peaked at $198K in Q4 2015.
  • 437 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.