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Kelman-Lazarov Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Kelman-Lazarov Inc’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
-250
Closed -$27K – 196
2016
Q4 		$27K Hold
250
– – 0.02% 203
2016
Q3 		$28.1K Hold
250
– – 0.02% 224
2016
Q2 		$28.5K Hold
250
– – 0.02% 213
2016
Q1 		$28K Buy
+250
New +$27.8K 0.02% 221

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kelman-Lazarov Inc's MUB Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of iShares National Muni Bond ETF (MUB) in Q1 2017, closing a stake of 250 shares — an estimated $27K sold.

Kelman-Lazarov Inc first reported a position in MUB in Q1 2016 and held it in 4 quarters. The position peaked at $28.5K in Q2 2016. 436 funds tracked by Wall St. Rank hold MUB as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining iShares National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 250 iShares National Muni Bond ETF shares in Q1 2017, an estimated $27K.
  • Kelman-Lazarov Inc first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's iShares National Muni Bond ETF position peaked at $28.5K in Q2 2016.
  • 436 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.