HL Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

HL Financial Services’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
2017 Q1	–	Sell	-3,209	Closed	-$347K	–	679
2016 Q4	$347K	Sell	3,209 -2,124	-40%	-$233K	0.01%	525
2016 Q3	$601K	Sell	5,333 -479	-8%	-$54.3K	0.01%	397
2016 Q2	$662K	Buy	5,812 +136	+2%	+$15.3K	0.02%	393
2016 Q1	$634K	Buy	5,676 +10	+0.2%	+$1.11K	0.02%	381
2015 Q4	$627K	Buy	5,666 +274	+5%	+$30.1K	0.02%	392
2015 Q3	$591K	Buy	5,392 +1,259	+30%	+$137K	0.02%	385
2015 Q2	$447K	Buy	+4,133	New	+$450K	0.01%	477
2013 Q3	–	Sell	-3,082	Closed	-$324K	–	595
2013 Q2	$324K	Buy	+3,082	New	+$337K	0.01%	413

Other funds holding MUB

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

HL Financial Services's MUB Position: Q1 2017 in Review

HL Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q1 2017, closing a stake of 3,209 shares — an estimated $347K sold.

HL Financial Services first reported a position in MUB in Q2 2013 and held it in 8 quarters. The position peaked at $662K in Q2 2016. 436 funds tracked by Wall St. Rank hold MUB as of Q1 2017.

HL Financial Services reported no remaining iShares National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
HL Financial Services sold 3,209 iShares National Muni Bond ETF shares in Q1 2017, an estimated $347K.
HL Financial Services first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 8 quarters.
HL Financial Services's iShares National Muni Bond ETF position peaked at $662K in Q2 2016.
436 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2017.

Based on HL Financial Services's 13F filing for Q1 2017, filed 8 May 2017.