Independent Portfolio Consultants’s iShares National Muni Bond ETF MUB Stock Holding History

Independent Portfolio Consultants’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 Q2	$748K	Sell	6,790 -3,875	-36%	-$426K	0.31%	96
2017 Q1	$1.16M	Sell	10,665 -1,250	-10%	-$136K	0.4%	59
2016 Q4	$1.29M	Buy	11,915 +390	+3%	+$42.7K	0.42%	53
2016 Q3	$1.3M	Sell	11,525 -630	-5%	-$71.4K	0.41%	57
2016 Q2	$1.39M	Sell	12,155 -295	-2%	-$33.2K	0.44%	46
2016 Q1	$1.39M	Sell	12,450 -1,300	-9%	-$145K	0.39%	72
2015 Q4	$1.52M	Buy	13,750 +11,615	+544%	+$1.27M	0.45%	60
2015 Q3	$234K	Buy	2,135 +30	+1%	+$3.26K	0.05%	327
2015 Q2	$228K	Buy	2,105 +370	+21%	+$40.3K	0.05%	343
2015 Q1	$192K	Sell	1,735 -165	-9%	-$18.3K	0.04%	367
2014 Q4	$210K	Sell	1,900 -5	-0.3%	-$550	0.04%	365
2014 Q3	$209K	Buy	+1,905	New	+$208K	0.06%	466

Other funds holding MUB

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Independent Portfolio Consultants's MUB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares National Muni Bond ETF (MUB) stake by 36% in Q2 2017, selling an estimated $426K and leaving 6,790 shares worth $748K. The position accounts for 0.31% of the portfolio, ranked #96.

Independent Portfolio Consultants first reported a position in MUB in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2015. 442 funds tracked by Wall St. Rank hold MUB as of Q2 2017.

Independent Portfolio Consultants held 6,790 shares of iShares National Muni Bond ETF worth $748K as of Q2 2017.
Independent Portfolio Consultants sold 3,875 iShares National Muni Bond ETF shares in Q2 2017, an estimated $426K.
iShares National Muni Bond ETF made up 0.31% of Independent Portfolio Consultants's portfolio in Q2 2017, its #96 holding.
Independent Portfolio Consultants first reported a position in iShares National Muni Bond ETF in Q3 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's iShares National Muni Bond ETF position peaked at $1.52M in Q4 2015.
442 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.