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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Karp Capital Management's MUB Position: Q2 2018 in Review

Karp Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2018, closing a stake of 3,005 shares — an estimated $327K sold.

Karp Capital Management first reported a position in MUB in Q1 2015 and held it in 10 quarters. The position peaked at $396K in Q3 2016. 505 funds tracked by Wall St. Rank hold MUB as of Q2 2018.

Karp Capital Management reported no remaining iShares National Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
Karp Capital Management sold 3,005 iShares National Muni Bond ETF shares in Q2 2018, an estimated $327K.
Karp Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2015 and held it in 10 quarters.
Karp Capital Management's iShares National Muni Bond ETF position peaked at $396K in Q3 2016.
505 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2018.

Based on Karp Capital Management's 13F filing for Q2 2018, filed 7 Aug 2018.