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

Kalos 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
2018
Q3 		– Sell
-3,297
Closed -$280K – 194
2018
Q2 		$280K Buy
+3,297
New +$358K 0.13% 155

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kalos Management's MUB Position: Q3 2018 in Review

Kalos Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2018, closing a stake of 3,297 shares — an estimated $280K sold.

Kalos Management first reported a position in MUB in Q2 2018 and held it in 1 quarter. The position peaked at $280K in Q2 2018. 507 funds tracked by Wall St. Rank hold MUB as of Q3 2018.

  • Kalos Management reported no remaining iShares National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Kalos Management sold 3,297 iShares National Muni Bond ETF shares in Q3 2018, an estimated $280K.
  • Kalos Management first reported a position in iShares National Muni Bond ETF in Q2 2018 and held it in 1 quarter.
  • Kalos Management's iShares National Muni Bond ETF position peaked at $280K in Q2 2018.
  • 507 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2018.

Based on Kalos Management's 13F filing for Q3 2018, filed 14 Nov 2018.