KCM
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Karp Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Karp Capital 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
Q2 		– Sell
-3,005
Closed -$327K – 125
2018
Q1 		$327K Sell
3,005
-200
-6% -$21.8K 0.13% 106
2017
Q4 		$355K Hold
3,205
– – 0.15% 104
2017
Q3 		$355K Buy
+3,205
New +$356K 0.17% 96
2016
Q4 		– Sell
-3,515
Closed -$396K – 82
2016
Q3 		$396K Buy
3,515
+480
+16% +$54.4K 0.25% 72
2016
Q2 		$346K Buy
3,035
+580
+24% +$65.3K 0.23% 70
2016
Q1 		$274K Sell
2,455
-290
-11% -$32.3K 0.19% 74
2015
Q4 		$304K Sell
2,745
-40
-1% -$4.39K 0.18% 83
2015
Q3 		$305K Buy
2,785
+980
+54% +$107K 0.21% 75
2015
Q2 		$195K Buy
1,805
+455
+34% +$49.6K 0.13% 95
2015
Q1 		$149K Buy
+1,350
New +$149K 0.1% 110

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return